Leave a comment on your documents to note any exceptions, communicate with your teammates and ask questions or add more details to specific invoices.
Leave a Comment
You do not need document editing permissions to leave a comment. Anyone who has permission to view documents can leave a comment. Each comment is limited to 2,000 characters, but you can leave an unlimited number of comments.
To leave a comment:
- Open the document.
- Click the menu icon next to the document details.
- Select Comments.
- Click Add a Comment.
- Enter in your comment.
- Click Submit.
View Comments
When an invoice has a comment, a red badge shows on the menu icon. Select Comments from the menu to view comments at any time.
Delete a Comment
You can only delete your own comments.
To delete a comment:
- Go to the invoice that has the comment you want to delete.
- Click the menu icon next to the document details.
- Click the trashcan icon next to the comment you want to delete.
- Select Yes, Delete.
Deleting a comment is permanent.
Comments
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