Out of the Box Invoice Comments

by Christina Moore Updated May 20, 2020

There are different types of comments that users can leave on an invoice:

  • Approval Comments: Onit users can insert comments and attachments while approving an invoice. These comments and attachments will only be visible to other Onit users (not to the vendor). After clicking an invoice’s Approve button in Onit, the following pop-up will appear:

Rejection Comments: Onit users can insert comments and attachments while rejecting an invoice. While these comments will be visible to both Onit users and to the vendor (by default), the attachments will only be visible to other Onit users (not to the vendor). After clicking an invoice’s Reject button, the following pop-up will appear:

Add Comment to Vendor: While viewing an invoice in Onit, Onit users (not vendors) can add comments (without also having to approve/reject it at the same time). These comments will be visible to both other Onit users and to the vendor.

Add Comment to Client: While viewing an invoice in BillingPoint, a vendor can add comments to it. These comments will be visible to both other Onit users and to the vendor.

Internal-only Comments: While viewing an invoice, an Onit user (not a vendor) can add comments to it. These comments will only be visible to other Onit users (not to the vendor).

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