The Activity Overview shows a chronological overview of all actions and events related to an invoice. You can find this on the invoice detail page, in the Details tab, under the related information section.
This overview will help you quickly understand:
what happened to an invoice
when an action took place
who performed the action or whether it happened automatically
From creating the invoice to payment or crediting, everything is recorded here.
What does this part show?
Each activity in the overview contains:
Icon
Visually indicates what type of event it is, such as invoice actions or payments.Title
A brief description of the action, for example, that an invoice was created, approved, or sent.Additional information
Additional context such as statuses, amounts, or related changes.Date and time
The exact time the activity occurred.User
If the action was performed manually, you'll see who performed it. Automated system actions don't show a user.
What activities are tracked?
Invoice history
The activity overview records all important steps in the invoice lifecycle, such as:
creating the invoice
approve
creating the document
send to the customer
crediting the invoice
Payments and follow-up
Payment-related events are also recorded, such as:
change of payment status
receipt or refusal of a payment
change of payment method
adjustment of a payment date
Other system events
In addition, automatically generated events may also be visible, for example:
status changes by the system
updates from linked components such as contracts or customers
How does the activity overview work?
Automatic registration
Activities are automatically added when:
a user performs an action on the invoice
the system performs a processing, such as payment or document creation
a related component has an impact on the invoice
You cannot add or modify activities yourself.
Display
Activities are shown from most recent to least recent
The overview is read-only and serves as a historical logbook
For many activities you can scroll down to view older events
Activities cannot
be removed
be adjusted
be created manually
This ensures a complete and reliable historical overview.
Add comment
The Comments section allows you to add internal comments to an invoice.
Comments allow you to easily share information with colleagues, ask questions, or record agreements that do not belong in the official invoice details.
At the top you will see an input field where you can type a new comment:
you type your text in the field
Use the send icon to post your comment
After sending the field will be automatically cleared
Date and time are shown according to your organization's settings
Long comments are automatically split across multiple lines
Each comment clearly shows who posted it
Overview of comments
Below the input field you will see a list of all comments:
the user's name or avatar
date and time of posting
the content of the comment
The most recent comments are always at the top. You can delete a comment at any time.
When do you use comments?
Can be used for
internal comments
customer contact follow-up
questions or clarifications for colleagues
reminders for actions
Do not use for
official invoice information
sensitive personal data
temporary personal notes
Why don't I see any activities?
Because the invoice was recently created and no actions have been performed yet.
Can I delete an activity?
No, activities are permanent and form the historical overview of the invoice.
Why do I see multiple activities for one action?
Some actions impact multiple components, such as invoices and contracts. These are recorded separately.
How far back does the history go?
The overview shows all activities since the invoice was created, without time limit.
Why do I sometimes not see a user in an activity?
Because some activities are performed automatically by the system.
Why don't I see an input field to add a comment?
Then you only have read rights and you cannot post comments yourself.
Can I edit a comment after it's been posted?
No, comments cannot be edited. You can, however, delete and re-add them.
Are comments visible to customers?
No, comments are internal and only visible to users with access to the invoice.
Are comments sent with the invoice or export?
No, comments are internal notes and do not appear on invoices or exports.
How long are comments kept?
Comments will last as long as the invoice exists.
Activity
A recorded action or event related to an invoiceActivity overview
Chronological list of all actions and events related to an invoiceDate and time
Time at which the activity took placeHistorical logbook
Overview that cannot be edited and serves as an audit trail