Customer messages, internal notes, and attachments
Add a customer-facing message, an internal note, and files on an order without mixing the two.
Each order can hold a customer-facing message, an internal note, and files. Open Update Order to edit the message and the note.
Customer Message
A Customer Message is shown to your customer in order updates and their order lookup. Use it for anything the customer should read.
In Message Templates, {public_note} inserts the current Customer Message. That variable name has not changed.
On a proof, the Proof tab is where you add artwork and an optional message that goes with it.
[SCREENSHOT NEEDED — Update Order modal with the Customer Message tab selected]
Internal Note
Internal Notes are only visible to your team. Customers will not see them.
In a proof-related status, the tabs read Proof and Internal Note.
Attachments
Attach files on the order for internal production or for a proof. Proof Review needs a proof image or a message before you send the proof to the customer.
Warning: Don’t put card numbers, passwords, or other secrets in notes or filenames.
Keeping those details with the order, instead of in email, is the subject of How to keep customer customization details with the Shopify order.
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