Comment on invoice Activity (chat)

Leave notes on an invoice’s Activity timeline so colleagues see context next to edits, exports, and workflow steps, without leaving the invoice.

1. Open Activity and write a comment

1. Open an invoice in Payables, Expenses, or Receivables.
2. Open the Activity tab (or side panel).
3. Above the comment box, choose how chat appears:
   • Show chat — comments appear with other activity (default).
   • Hide chat — comments are hidden from the timeline and the composer is hidden.
   • Only chat — the timeline shows comments only.
4. When Show chat or Only chat is selected, type in the composer.
5. Use the toolbar for bold, italic, strike, lists, code, and links.
6. Press Send, or ⌘/Ctrl+Enter. Enter alone starts a new line.

Your last chat filter choice is remembered in this browser.

Comments appear on the timeline under your name, with a light green background so they are easy to spot among other events. Comments sent via MCP show as your name · MCP.

Permission required: View invoice activity log (same as reading Activity).

Click to enlarge

2. What you can format

Images and arbitrary HTML are not supported. Comments cannot be edited or deleted after send. They are part of the audit trail.

3. Include chat in an Activity PDF

Audit package PDF uses the same chat filter as the timeline:

• Show chat — comments are included with the active filter (All, User, …).
• Hide chat — comments are omitted from the PDF.
• Only chat — the PDF is comments only.

Create the package after setting the filter you want. See Download an invoice Activity report (PDF).

Related: Activity and audit log, Workspace Activity.

Tips and limitations

• Filter chips at the top (All, User, Edits, Workflow, Exports) still apply when Show chat is on. Only chat ignores those chips and shows comments only.
• Hiding chat does not delete comments. Switch back to Show chat or Only chat to see them again.

Quick reference