How to add comments
Select a document and click on the speechbubble above the invoice. Add a comment by filling the text field and click add. The comments of various users are stored and displayed in order.
📌After an invoice is booked and/or authorised for after booking, it will not be possible to add a comment to a document anymore.
How to read a comment
If a comment is added to a document, the color of the comment-icon will be indicated in blue. Click on the comment-icon to open and read the comments.
How to add comments by email
You can also add a comment to your documents when delivering them by e-mail. Use the following code in the body of your email to automatically fill the comment field in Basecone: [* write your comment here *]
📌 Any information written outside the star and brackets will not be visible in the application. If each document has a separate comment, each document should be send separately.