Sticky Notes
Sticky notes in DOKKA are a simple and effective way to leave internal comments, reminders, or context on specific invoices.
They can be added to any invoice, and are visible to any user who has access to view that invoice.
Sticky notes are a great tool for collaboration between team members — especially when dealing with invoices that require extra attention, clarification, or future action.
Where Can You View Sticky Notes?
Sticky notes can be seen in two places:
From the company page (gallery view):
You'll see the sticky note on the invoice.
Inside the invoice screen:
When viewing or publishing an invoice, the sticky note appears on the side for easy visibility.
How to Add / Edit / Delete a Sticky Note
Sticky notes can be added in different colors, allowing you to visually prioritize or categorize notes (e.g., yellow for reminders, red for urgent, etc.).
From the Gallery View:
Click the three dots on the invoice tile
Select "Add/Edit Sticky Note"
From Inside the Invoice:
Click on "More" (⋯) in the top right menu
Select "Add/Edit Sticky Note"
To Delete a Sticky Note:
1. Simply click on the sticky note and click on the trash icon
Note: Any user in DOKKA — regardless of their permission level — can add or edit sticky notes.