---
title: How can I leave comments or notes?
description: Do you want to leave updates on the account or special notes? Or do you want to communicate with your internal team regarding the progress of the account?
---

[Skip to content](https://help.peakflo.co/leave-comments-or-notes#main-content)

[![PEAKFLO LOGO GRAM\_NO BG-1](https://help.peakflo.co/hs-fs/hubfs/PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png?width=117&height=30&name=PEAKFLO%20LOGO%20GRAM_NO%20BG-1.png)](https://peakflo.co/)

- [Go to Customer Portal](https://help.peakflo.co/tickets-view)
- [Go to peakflo.co](https://peakflo.co/)

Open main navigation

Close main navigation

- [Go to Customer Portal](https://help.peakflo.co/tickets-view)
- [Go to peakflo.co](https://peakflo.co/)

 Hello! How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.peakflo.co/?hsLang=en)
2. [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en)
3. [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management)

# How can I leave comments or notes?

Do you want to leave updates on the account or special notes?

Or do you want to communicate with your internal team regarding the progress of the account?

You can do this easily in the **Customers** tab under **Accounts Receivable**

![Screenshot 2024-04-05 at 4.42.21 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-05%20at%204.42.21%20AM.png?width=600&height=264&name=Screenshot%202024-04-05%20at%204.42.21%20AM.png)

Step 1: Select the customer you want to leave a note on

**![Screenshot 2024-04-05 at 4.43.54 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-05%20at%204.43.54%20AM.png?width=600&height=246&name=Screenshot%202024-04-05%20at%204.43.54%20AM.png)**

Step 2: Under the '**Timeline Tab**' select '**Post Note**'.

 

![Screenshot 2024-04-05 at 4.45.19 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-05%20at%204.45.19%20AM.png?width=600&height=306&name=Screenshot%202024-04-05%20at%204.45.19%20AM.png)

 Don't worry, the customer won't see this note! 

Step 3: To align with your team partner or leader, simply type **@ and mention their name**!

![Screenshot 2024-04-05 at 4.46.58 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-05%20at%204.46.58%20AM.png?width=600&height=316&name=Screenshot%202024-04-05%20at%204.46.58%20AM.png)

   
Step 4: Type in the message, and click '**Post Note**'once done.

![Screenshot 2024-04-05 at 4.54.11 AM](https://help.peakflo.co/hs-fs/hubfs/Screenshot%202024-04-05%20at%204.54.11%20AM.png?width=600&height=300&name=Screenshot%202024-04-05%20at%204.54.11%20AM.png)

 

 

[Back to the Help Portal](https://help.peakflo.co/?hsLang=en)

- [New to Peakflo?](https://help.peakflo.co/new-to-peakflo?hsLang=en)
- [Accounts Payable](https://help.peakflo.co/accounts-payable?hsLang=en#main-content)

    - [Getting Started](https://help.peakflo.co/accounts-payable?hsLang=en#getting-started)
    - [Rules](https://help.peakflo.co/accounts-payable?hsLang=en#rules)
    - [Approval Workflow](https://help.peakflo.co/accounts-payable?hsLang=en#approval-workflow)
    - [Custom Fields](https://help.peakflo.co/accounts-payable?hsLang=en#custom-fields)
    - [Vendors](https://help.peakflo.co/accounts-payable?hsLang=en#vendors)
    - [Purchase Requests](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-requests)
    - [Purchase Quotes](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-quotes)
    - [Purchase Orders](https://help.peakflo.co/accounts-payable?hsLang=en#purchase-orders)
    - [OCR](https://help.peakflo.co/accounts-payable?hsLang=en#ocr)
    - [Bill Management](https://help.peakflo.co/accounts-payable?hsLang=en#bill-management)
    - [My Approvals](https://help.peakflo.co/accounts-payable?hsLang=en#my-approvals)
    - [Goods Receipt Notes & Service Receipt Notess](https://help.peakflo.co/accounts-payable?hsLang=en#goods-receipt-notes-service-receipt-notess)
    - [Budget](https://help.peakflo.co/accounts-payable?hsLang=en#budget)
    - [Reconciliation](https://help.peakflo.co/accounts-payable?hsLang=en#reconciliation)
    - [Reports](https://help.peakflo.co/accounts-payable?hsLang=en#reports)
    - [Wallet & Transactions](https://help.peakflo.co/accounts-payable?hsLang=en#wallet-transactions)
    - [Payments](https://help.peakflo.co/accounts-payable?hsLang=en#payments)
    - [Vendor Onboarding Management](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-onboarding-management)
    - [Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#vendor-portal)
    - [WhatsApp Vendor Portal](https://help.peakflo.co/accounts-payable?hsLang=en#whatsapp-vendor-portal)
    - [Three-way Matching](https://help.peakflo.co/accounts-payable?hsLang=en#three-way-matching)
- [Accounts Receivable](https://help.peakflo.co/accounts-receivable?hsLang=en#main-content)

    - [Getting Started](https://help.peakflo.co/accounts-receivable?hsLang=en#getting-started)
    - [Invoice Management](https://help.peakflo.co/accounts-receivable?hsLang=en#invoice-management)
    - [Workflow Management](https://help.peakflo.co/accounts-receivable?hsLang=en#workflow-management)
    - [Actions](https://help.peakflo.co/accounts-receivable?hsLang=en#actions)
    - [Customer Management](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-management)
    - [Customer Portal](https://help.peakflo.co/accounts-receivable?hsLang=en#customer-portal)
    - [Collections](https://help.peakflo.co/accounts-receivable?hsLang=en#collections)
    - [Reports](https://help.peakflo.co/accounts-receivable?hsLang=en#reports)
    - [Credit Notes](https://help.peakflo.co/accounts-receivable?hsLang=en#credit-notes)
- [Integrations Page](https://help.peakflo.co/integrations-page?hsLang=en#main-content)

    - [Basics](https://help.peakflo.co/integrations-page?hsLang=en#basics)
    - [Peakflo API](https://help.peakflo.co/integrations-page?hsLang=en#peakflo-api)
    - [Xero](https://help.peakflo.co/integrations-page?hsLang=en#xero)
    - [NetSuite](https://help.peakflo.co/integrations-page?hsLang=en#netsuite)
    - [Jurnal](https://help.peakflo.co/integrations-page?hsLang=en#jurnal)
    - [Quickbooks](https://help.peakflo.co/integrations-page?hsLang=en#quickbooks)
    - [Microsoft Dynamics 365 Business Central](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-business-central)
    - [Microsoft Dynamics 365 Finance & Operations](https://help.peakflo.co/integrations-page?hsLang=en#microsoft-dynamics-365-finance-operations)
    - [Zalo](https://help.peakflo.co/integrations-page?hsLang=en#zalo)
    - [SFTP](https://help.peakflo.co/integrations-page?hsLang=en#sftp)
    - [SAP](https://help.peakflo.co/integrations-page?hsLang=en#sap)
- [Travel & Expense Management](https://help.peakflo.co/travel-expense-management?hsLang=en)
- [Payment Automation](https://help.peakflo.co/payment-automation?hsLang=en)
- [Reports](https://help.peakflo.co/reports?hsLang=en)
- [Legal Notes](https://help.peakflo.co/legal-notes?hsLang=en)
- [General Questions](https://help.peakflo.co/general-questions?hsLang=en)
- [Guides for Partners](https://help.peakflo.co/guides-for-partners?hsLang=en)
- [Latest Releases](https://help.peakflo.co/latest-releases?hsLang=en)
- [Offboarding](https://help.peakflo.co/offboarding?hsLang=en)
- [Peakflo Ticket Portal](https://help.peakflo.co/peakflo-ticket-portal?hsLang=en)
- [Peakflo 20X](https://help.peakflo.co/peakflo-20x?hsLang=en)

[![Chill listening crop-3](https://help.peakflo.co/hs-fs/hubfs/Gmail-ads_Logo1-min.png?width=55&height=55&name=Gmail-ads_Logo1-min.png "Chill listening crop-3")](http://peakflo.co)

peakflo.co Help Center

<https://www.linkedin.com/company/peakflo/> <https://www.facebook.com/Peakflo/> <https://www.instagram.com/getpeakflo/> <https://www.youtube.com/channel/UCbzMHJ2UBBv22aaYSBGXA_Q> <https://twitter.com/getpeakflo>

Copyright © 2026, Peakflo