Comments and internal notes on documents

Invoices and estimates support comments — short notes that stay with the document but are never shown to the customer. They are useful for team coordination ("waiting on PO number", "approved by Mari", "do not invoice until contract signed") and they appear inline with the document's activity entries so the context stays in one place.

Adding a comment

Open the document and find the Activity panel. Type the message and submit. Other members of the business see it the next time they view the document.

Comments are visible to everyone who can view the document inside the app, but never to the customer. They do not appear on the PDF, the public view link, or any of the emails sent on the customer's behalf.

Who can post comments

Every role — Owner, Admin, Member, Viewer, and Sales Representative — can read and post comments and manage their own. Only Owner and Admin can edit or delete comments posted by other members. See Member roles and permissions for the full role matrix.

Comments vs activity entries

The activity entries record system events — when the document was created, when status changed, when an email was sent. Comments appear in the same Activity panel so the human notes and system events read together. See Document activity for what gets logged automatically.