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Private Staff Notes Under Invoices

Billing and Invoicing
Feature Request
How Would You Use This in Upmind?
What problem does this solve for you?
Impact of not having this feature
Posted by Riley Young ·
3 comments

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Comments3

  • Sara Hamilton

    Team•

    Jun 23, 2025

    Hi Riley,

    Thanks for the feedback. Has your team tried using the Notes & Secrets functionality to do this? You can enter notes here and reference invoices.

    https://docs.upmind.com/docs/how-to-create-client-notes

    I understand that being able to record notes against the invoices themselves would be optimal, but this may help in the meantime!

    Many thanks

    Sara

    • Riley Young

      •

      Jun 23, 2025

      Hi Sara,


      Yeah we have looked at this, but it clogs up the users account. It would be awesome if under the actual invoice when you click into it, it provided an option for us to leave notes simply in regards to that one invoice, so whenever someone opens it, we have the option to view any comments that have been made around the invoice, rather than notes on the entire account level.

      Example, under this part in the invoice, if there was just a wall, essentially which had notes that could be added

      • Sara Hamilton

        Team•

        Oct 10, 2025

        Hi Riley,

        Thank you for the additional information. We will look into this.

        Many thanks

        Sara