--- title: Notes and attachments on an order description: "The timeline at the foot of an order takes staff notes, customer messages and attachments, alongside the entries Lucrii writes itself." lastUpdated: 2026-09-30 order: 110 --- ## What it does Below the cards on an order page is its timeline. You write notes into it. Lucrii adds entries of its own as the order moves, for a document sent, a status changed, a payment recorded or a cancellation confirmed. A note is written in the same rich-text editor used elsewhere in Lucrii, with mentions of your colleagues and files attached to it. The switch under the box decides who the note is for. On an order it starts private, which keeps the note among staff. Switching it to public sends the note out to the party the order is with. ## Before you start Once the email for a public note has gone out, you can no longer edit or delete it. An order can have nobody to write to, with no address on the party and none on its primary contact. That leaves the note unsent and editable, so you can post it again once there is somewhere to send it. Attachments follow the note's audience. Changing a note from private to public, or back, takes its files with it. ## How to use it 1. Write into the box at the top of the timeline. 2. Use the paperclip to attach a file, and type an at sign to mention someone. 3. Switch on the control under the box where the note is for the customer or the vendor. It starts off, which keeps the note among staff. A public note is emailed ten seconds after posting, with a countdown on the note showing the time left. The customer receives it on a sales order and the vendor on a purchase order, along with that party's primary contact where the contact has an address of their own. 4. Select Post to add it to the timeline. Older notes load as you reach the end of the timeline. Your own note can be edited or deleted from the controls on it. ## Related - [Order details, owner and watchers](/docs/orders/details.md): Currency, terms, dates, discount, owner, watchers and tags on an order. - [Audit history and moving between orders](/docs/orders/history.md): Every change to an order is recorded on its audit page, and arrows walk from one order to the next. - [Emailing and downloading documents](/docs/orders/documents.md): The send window previews a quote, an invoice or a purchase order, emails it to the order's contact and resends it later, and the same document downloads as a PDF. ## Changes - [Guided quests and help for every feature](/changelog/2026-09-30-guided-quests-and-product-help) - 2026-09-30