New Feature: Comment On Payments And Recurring Plans With Team Members In Your MoonClerk Dashboard

We have noticed that many of our customers use our "Notes" feature to keep track of and make comments on individual payments and recurring plans in their MoonClerk dashboard. While notes are a single text field that can be edited and deleted, there is no record of past notes or edits if they have been made.

So, we have added a new feature that lets you and your team members comment in a thread on individual payments and recurring plans. While a single Note is included in the Plans and Payments exports, because Comments are a threaded conversation, they are not included in exports. Only the team member who has added the comment can edit/delete it but all team members can view all comments.

Visit our Help docs to learn how to add a comment to a payment and how to add a comment to a plan.