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When you post an Invoice or transaction in a customer's Account, you can leave a public and private note. There are multiple ways to do this.
Add Current Invoice
By clicking on + Add current invoice under a Customer's Payment Plan (on the Billing page), you can add one of these comments:
Public (meaning the customer can view the comment in the Customer Portal)
Private (meaning the comment is internal-only viewable by an Admin User).
On the Invoices page, click on "Details" beside an Invoice.
Click on the three dots on any line item, then on "Edit."
Here you can add a Public or Private Comment:
If you DO NOT need an Invoice and are only posting a payment, the Transaction window can also be used to enter Public or Private comments.
Click on "Transactions" in the left-hand menu. A window will open where you can enter a charge, payment, refund, or credit. The Public or Private comment sections are where you can further describe the charge, credit, refund, or payment.
For example, if a Customer plans on dividing a payment, you can write a note about that here.
Edit Existing Transaction
You can also click on the three dots on any line item in the Transaction History to edit the existing transaction. The edit Transaction window looks just like the Post Transaction window. Add a comment and click Save.
After adding Public or Private comments, you can easily see them in the Transaction History. Hovering over the Private Comment makes it more prominent so that it can be easily read.