Our customer dashboard has a wonderful feature, the notes tab, that allows you to see a record of what goes on in the customer's account. Things such as emails sent out, invoices paid, bids approved, deleted invoices & payments, etc.
So you can always know what is going on with your customer's account!
You can also add personalized notes- by clicking on the red 'Add+' button on the top right hand corner.
You can also edit notes -
If you have any further questions or issues please reach out to our Support Team at (951) 234 5166 or email us at support@paythepoolman.com
Have a nice day!