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Group Sales - Online Payment Link - Put notes in Documentation

Currently, whenever a payment link is sent, an audit log is appended to "Important notes".

This is hardly intuitive, and severely limits the usefulness of the "important notes field" in several ways - especially given the character limit is quickly reached.

Instead, each sent link should generate a SALES document or note under documentation with the following information already included in the append:

  • Date Sent

  • Receipient

  • Amount

  • Payment Type (Deposit, Payment)

  • Guest
  • Mar 3 2026
Sales
  • Attach files
  • Guest commented
    12 Oct 05:58pm

    As we use payment links more and more, having the important notes section overridden by payment requests is very problematic and forces us to take extra steps (like backing up and restoring important notes)

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