Add notes to client records and documents

The Notes page functions as a system log - it records all actions that collectors take on an account. Although most notes are created automatically, you can also create manual entries.

Add Notes to Account Records

  1. In Collections, go to any account record.
  2. Select Notes from the left menu.
  3. Select Add note.
  4. Enter a description.
  5. (Optional) Select Link to the document to reference a particular invoice.
  6. (Optional) Select Choose file to upload an attachment.
  7. Select a note code. See Create and Edit Note Codes for instructions on creating custom note codes.
  8. Select Save.

Add Notes to Documents

Notes added to documents appear as log entries on the Notes page.

  1. Go to any account record.
  2. Scroll down to Overview outstanding documents.
  3. Select the documents you want to add notes to.
  4. In the Actions widget, select Add note.
  5. Enter a description.
  6. (Optional) Select Choose file to upload an attachment.
  7. Select a note code.
  8. Select Save.

View and Edit Notes

To see document-specific notes: Select the document icon in the Notes column of a document table. The note appears in a popup window where you can edit or delete it.

Shows the icon in the Notes column of the document table which, when selected, shows note content in a pop-up window. Notes can be edited or deleted in this window.

To see all account notes - including those created by system actions - select Notes from the left menu of an account record. From this view you can:

  • Select column headers to sort the notes table
  • Search for notes by keyword
  • See linked documents and view note attachments
  • Edit or delete notes by selecting the relevant action from the Actions column
Warning: Deleting a note from the Notes table removes the note everywhere it occurs - including any linked documents. This action cannot be undone.

Supported Attachment Formats

When uploading attachments to a note, the following file formats are supported:

BIN, BMP, BZ2, CSV, DAT, DOC, DOCM, DOCX, DOTM, DOTX, EML, EMZ, GIF, GZ, HTM, HTML, ICS, JPEG, JPG, JSON, MHT, MSG, ODG, ODS, ODT, OFT, ONE, P7S, PDF, PNG, PPTX, RTF, SVG, TIF, TIFF, TXT, VCF, XLS, XLSB, XLSM, XLSX, XLT, XML, XPS, ZIP

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Need Help?

If a note is not appearing on the Notes page after saving, confirm that the note code was selected before saving. Contact the Billtrust Support team for further assistance.