Document activity

The Activity panel on every invoice, estimate and credit note records what happened to the document, when, and who did it. Entries appear in reverse chronological order, newest first.

What the panel shows

• Lifecycle events — the document was created, completed, sent, viewed, paid, or credited.
• Delivery events — outcomes of sending by email or as an e-invoice, including failures and bounces.
• Payment events — payments recorded or removed against the document.
• Edits — changes made after the document was first saved.
• Comments — internal notes added by team members.

Each entry is self-describing: it states what happened, when, and (where relevant) which user triggered it. System-generated entries (such as automatic status changes) are labelled as such.

Batched changes

Changes made in a single action are grouped into one batch. A save that touches the customer, two line items and the due date appears as a single Edited the invoice entry that expands to show the individual field-level changes.

Sending behaves the same way: queueing the email, generating the PDF and the Sent status transition all share one batch and surface as a single event.

E-invoice events

E-invoice events are recorded separately from email events. A Delivered entry means the operator network confirmed delivery to the recipient's accounting software; a Failed entry includes the reason from the network.

Read-only

The Activity panel cannot be edited or cleared. That is what makes it usable as a record of what happened to the document.

See also How does invoice status work? and Sending invoices and estimates by email.