Keep an activity's context in notes

Write internal information, link relevant documents and update the note as work progresses.

Open the page in Fluxe

Notes retain internal observations and tasks without changing official invoice, contract or contact information. A link opens the existing item without creating a copy. Also link WooCommerce orders; check store, number, customer and total before choosing.

For repeated checks, use a checklist: documents to request, details to review or questions for the accountant. After saving the note, check completed activities directly in the list; each checkbox saves immediately. In the editor, press Enter for a new item and Enter on an empty item to continue with normal text. Bold, lists and links help find reference points.

The draft keeps unsaved text in the current tab. After reloading or returning to the same tab, choose Resume draft. Save before closing the tab or changing device; unsaved attachments must be selected again. Discard draft removes only the unsaved version.

Supporting documents

The observation text and documents, orders or files explaining the activity.

Write the note and link documents

Press Add, enter an easily recognised title and write what needs checking, the relevant document and agreed deadline.
Use Link document and search by identifying details. Check the result before inserting. For a required local file, use attachments and respect the displayed limit.
Save the note, then open the link or attachment to check the chosen document.
When the situation changes, use Edit and save. Pin to top keeps the note first. Archive moves information to Archived, where you can read or return it using Unarchive.
Search title or content and use With notification, With documents or Archived to narrow the list. Recently modified sorts by latest edit.
From the customer record, invoice options or uploaded document page, open Related notes and choose the relevant observation. Only notes containing an inserted link to that item appear; simply writing the name does not create an association.
Delete moves the note and attachments to Trash for 30 days. Use Undo deletion immediately afterwards or open Trash and choose Restore. After 30 days, the note cannot be recovered.

Working information and relevant documents can be found together without changing source documents.

Practical example

Write “Atelier U2 SRL promised payment on Friday” and link the discussed invoice. Update the note after receipt; separately record the RON 300 payment in Billing based on evidence.

Frequently asked questions and solutions

I cannot find the document to link.

Find it in its application and check company, number and status. Search again in the editor with a more precise reference; for WooCommerce orders, check the store too.

I can no longer find a note in the normal list.

Check the active filter, then Archived and Trash. Use Unarchive from Archived, or Restore from Trash before 30 days expire. For unsaved text, return to the same tab and check Resume draft.

I noted the invoice was paid, but the balance did not change.

A note does not record money. Open the invoice, check payment evidence and record or correct the actual receipt allocation. Avoid a new receipt if the payment already exists.