You can add internal notes to orders to record additional information, shipping instructions, reminders, and more. This guide covers how to add notes to an order you've received.
Tip: Try the Squarespace Commerce app to fulfill orders and add notes on your mobile device. Download: iOS, Android
Before you begin
- Notes are private and only visible to the site owners, administrators, and contributors with billing privileges. They aren't included on printed orders or emails sent to customers.
- Once a note is saved it can't be edited.
Step 1 - Go to the Orders panel
Depending on your plan:
- In the Home Menu, click Commerce, and then click Orders.
- In the Home Menu, click Orders.
You can also press the ? key while any panel is open and search orders.
Click an order to open the Order Summary window. You can also search by the customer's order #, email, or name in the Search box. When searching by order number, exclude the #.
Step 2 - Add a note
Click the Internal Notes tab and enter your text in the box. Then click Save.
Saved notes display the date, time, and the contributor who wrote the note.