How do I add a note to a ProPay in Protiv? 📝

This article explains how to add notes to a ProPay in Protiv, providing additional context or information for yourself or your team.

Adding notes to your ProPays in Protiv is a great way to keep track of important details, communicate with your team, or simply provide additional context for yourself. Here's how to do it:

Go to the ProPay Page: Click on the "ProPay" tab on the left side of your Protiv dashboard. 💼
Select the "Action": Find the ProPay you want to add a note to and click on "Action" then select "Edit ProPay".
Go to the "Additional Settings" Tab: In the ProPay details view, click on the "Additional Settings" tab.
Toggle on "Notes": You'll see a "Notes" section with a toggle switch. Click the toggle to turn it on.
Enter Your Note: A text box will appear where you can type your note.
Save Your Changes: Click the "Update ProPay" button to save your note.

Tips for Using Notes 💡

Be Clear and Concise: Keep your notes brief and to the point.
Date Your Notes: Adding a date to your notes can help you keep track of when changes were made or decisions were reached.
Collaborate with Your Team: Use notes to communicate with your team members about the ProPay.

Example:

You could add a note like this:

"6/22/2024: Spoke with client about potential change order for additional work. Will update ProPay budget if approved."