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Invoice History: adding my own notes - e.g. called client to chase payment

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This addition would help track some of those interventions that don’t actually occur through Harvest.

Where payments are overdue, and I’ve already sent a reminder, I’d like the ability to be able to record a manual intervention – for example:

A. The fact that I’ve called/emailed/left a message for a client in relation to an invoice.
B. The fact that the client has emailed/confirmed by the phone when they will make a payment.

I don’t think it requires further email integration, just the ability to writes notes that show up in the Invoice History on dates that I write them.

What do others think?

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Agreed, this would be a helpful feature.

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Hi @sdireland and @Dan,

Thanks for your feature suggestion. I’ve added it to our tracker and we’ll give you a shout when we make any progress with it.

Cheers,

Jon

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+1

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Great idea. There’s another discussion thread for something similar, here: http://forum.getharvest.com/forums/feature-requ...

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Thanks @Jim and @bc173. Your votes have been recorded.

 
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