What is an internal note?
An internal note is an annotation you record within Payt, intended for internal use. You can add them at three case levels:
Invoice level: a note relating to a specific invoice
Customer level: a note about a customer in general
Debt collection case level: a note within a specific debt collection case
Notes are always only visible to users within your Payt environment. Customers cannot view the notes.
Adding an internal note
Navigate to the relevant invoice, customer, or debt collection case and click 'Note' in the top right.
You will then see a form with the following fields:
Description (required) - This is the note itself. This field is required; you cannot save the note without text.
Recipients (optional) - Do you want others to be informed of the note? You can add one or more recipients who will receive the note by email using the 'Add receivers' button.
These can be other Payt users, external relations, or other email addresses you enter manually. The note itself remains internal; the recipient receives an email notification.
Attachments (optional) - You can add relevant files to the note, such as documents, screenshots, or correspondence. Attachments are also exclusively visible to internal users and therefore not accessible to the customer.
Reminder (optional) - If you want to be reminded of the note at a later point, you can set a reminder. At the set time, a reminder email will automatically be sent to the chosen address. You specify the following:
Date and time: when the reminder should be sent
Recipient of the reminder: this can be your own email address, a Payt user, an external relation, or another email address you enter manually.
Where can you find internal notes?
All notes are visible in the timeline of the relevant invoice, customer, or debt collection case.