Free text notes can easily be added to any order. This includes cancelled or failed orders.

They can be used to:

  • Keep track of who made adjustments to the order.

  • Note who generated or placed the order from your team.

  • Make notes regarding correspondence with the Billing User.

It's important to keep in mind;

  • Notes can't be edited once created.

  • Created notes appear in the Logs tab.

  • It's a good idea to include your name when creating a note, so others know who to refer to with questions.

Here is how you add a note and view it: 

  • Click Add Internal Note.

  • Enter your Note.

  • Press Save.

  • You can now view the notes on the Logs tab. 

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