Internal notes stay editable on issued documents

Notes on a line item and a document's internal notes can now be changed even after the invoice has been issued — they are team-only notes and never appear in the PDF.

New

  • Edit internal notes after issuing. Once an invoice is issued it is locked for good reason: prices, quantities and titles must not change any more. Internal notes are now exempt. You can keep editing the note on a line item and the document's internal notes — something like "customer will call next week about the re-order".

    Only your team ever sees these notes. They never appear in the PDF, the customer portal or the API — which is why they don't touch the document's actual content.

Improved

  • A clearer message when something is locked. Trying to change a price on an issued document used to end in a generic error. It now says that the document is issued and therefore locked.