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Create custom notes in History
It would be a nice feature to be able to add a note to the history of an invoice/estimate yourself.
At this time only Harvest puts notes there on actions you do (create, remind etc). But sometimes I call instead of sending a reminder, it would be nice for my co-workers to see I phoned them about the delay in payment and what was discussed.
(+1) I would like this, too. We often ping customers outside of harvest (email, phone) and would like to log that interaction in the history.
Hi @jaapost and @Jim – Thanks for the feedback! We’ve been discussing this within the Harvest team as well, so you’re both right on target. Adding you guys to the list of people who have gotten in touch with us about this.
I’ve used the “Record Payment” with a payment of 0.00 to leave a note a couple of times, but it just doesn’t feel nice doing that!
