There's always something that needs following up. A customer you need to call back. A debt you want to revisit next week. A detail about an order you don't want to forget. Notes give you a place to capture all of that — without leaving Catlog.
What Notes Are
Notes are exactly what they sound like: short pieces of text you write to yourself (or your team) to capture context, flag something for later, or document a decision.
What makes Catlog's notes useful is where they live. Notes exist in two places at once:
In their own section — There's a dedicated notes area in your dashboard where you can see and manage all your notes in one place, regardless of what they're attached to.
Inline on records — Notes are also surfaced directly on the orders, debts, and expenses they're connected to. When you're looking at a customer's debt and there's a note on it, you see it right there — you don't have to go looking.
Where You Can Add Notes
You can attach notes to:
Orders and sales
Customer debts
Merchant debts
Expenses
This makes it easy to capture context at the moment it's relevant. A note on an order might say "customer requested gift wrapping, check before dispatch." A note on a debt might say "customer said they'll pay by Friday."
Reminders
Some notes are time-sensitive. For those, you can attach a reminder — a notification that fires at a specific time to prompt you to act.
This is useful for things like:
Following up with a customer who said they'd pay by a certain date
Checking on the status of a pending delivery expense
Reviewing an order that had a quality complaint
Reminders mean you don't have to carry these things in your head or rely on separate to-do apps. You write the note, set the reminder, and Catlog handles the follow-up prompt.
💡 Notes are most valuable when used consistently. A quick note at the time you speak to a customer is worth more than a detailed one you try to reconstruct three days later.