Commenting on Invoices

Overview

An invoice often carries context that isn't visible on the invoice itself — the Plan Manager disputed a travel charge, the original email bounced and you resent it, or you're holding off chasing payment until a participant's plan is reviewed.

Comments let you record that context directly on the invoice, so whoever opens it next can see what has already happened.

Every invoice has a Comments section at the bottom of the right-hand panel, below the invoice details, emails, and payments. Unlike batch comments, the section is always there — an invoice nobody has commented on shows No comments yet. with an Add Comment button beside the heading.

Adding a Comment

1. Open the invoice — for example from Finance → Invoices, by clicking the relevant invoice.
2. Scroll down the right-hand panel to the Comments section.
3. Click Add Comment beside the heading.
4. Type your comment and click Add Comment.

The drawer title confirms which invoice you're commenting on — for example, Add Comment on INV-021-0007.

You can comment on an invoice at any point, including one that has already been paid or voided.

Reading Comments

The number beside the heading shows how many comments an invoice has — for example Comments · 3.

Each comment shows the author's name, their initials, and how long ago it was posted. Comments older than a week show the date instead. Hover over the timestamp to see the exact date and time.

Formatting a Comment

The comment box is a rich text editor, not a plain text field. You can use bold, italic, headings, bulleted and numbered lists, and hyperlinks to lay out longer notes — handy when you're recording a sequence of steps you took or linking to a related record.

Editing and Deleting Comments

You can change or remove a comment you wrote:

1. Find the comment in the Comments section.
2. Open the actions menu (the three dots) on the comment itself.
3. Select Edit Comment to change the wording, then click Save Comment. Or select Delete Comment and confirm.

Who Can Add and See Comments

Comments follow the existing invoice permissions rather than having their own setting. Any user who can open the invoice can also read its comments and add new ones — that is, anyone with Can access pages relating to Finance enabled on their Permissions tab. See Roles and Permissions.

There is nothing to switch on to start using comments — they are available on every account.

Invoice Comments and Batch Comments Are Separate

An invoice comment and an invoice batch comment are two different things:

• Invoice comments sit on a single invoice and are about that invoice — a disputed charge, a bounced email, a payment arrangement.
• Batch comments sit on the whole batch and are about the invoicing run — why finalising was delayed, or who is looking after it. See Commenting on Invoice Batches.

Commenting on a batch does not add a comment to any of its invoices, and vice versa.

Comments Elsewhere in Astalty

For other kinds of notes, see:

• Commenting on Invoice Batches — internal notes on an invoicing run.
• Commenting on Shift Broadcasts — internal notes when filling a broadcast on the Shift Board.
• Messaging — direct conversations with your team in Chat.