The Invoice Activity Feed is a helpful tool to track all activity related to the invoice. This article will detail the options related to and what you can expect to see in the activity feed.

Accessing the Activity Feed

• Select View next to any invoice. An invoice callout panel will appear on the right side of your screen.
• Scroll to the very bottom of the panel, here you will find the activity feed.

• The invoice activity feed will display any activity related to the invoice over the last 365 days. Click on the Search bar and adjust the date range to view older activity.
• The Note button allows you to append a note to the invoice.
• The Task button creates a task related directly to the invoice.
• The Discussion button allows you to tag other users by utilizing the '@' symbol. Any user tagged in a discussion will find the message in the Today section of their account.

The activity feed will display any automations that run on the invoice, email campaigns sent, and when the invoice is opened in an email.