Add notes and notices to customer accounts

How dealers can add internal notes and notices in Carpay to track conversations and highlight important account alerts.

February 5, 2026

Carpay allows dealers to add Notes and Notices directly to customer accounts to track conversations, reminders, and important account information.

This feature helps your team maintain internal context while working in Carpay.

Important reminder: Notes and Notices do not sync back to your DMS. They are stored and visible only within Carpay.

Notes vs. Notices: What’s the difference?

Notes

Notes are used to document updates, conversations, or one-time details related to a customer account.

Common examples:

• “Spoke with customer — they plan to make a payment on Friday.”
• “Customer requested a due date extension.”

Notes:

• Appear in the center panel of the account
• Are listed chronologically
• Display the most recent note at the top
• Are best for tracking historical context

How to add a Note

1. Navigate to the customer’s account in Carpay.
2. Select Notes from the left-hand menu.
3. Enter your note in the text field.
4. Click the checkmark to save.

Notices

Notices are used to highlight ongoing or important account alerts that should remain visible. Unlike notes, Notices stay on the right side of the account view, even as new notes are added.

Common examples:

• “Needs updated insurance information.”
• “Account under review.”

Notices:

• Appear on the right side of the customer account
• Remain visible even as new notes are added
• Are best for active or unresolved items that need attention

How to add a Notice

1. Enter the notice text in the note field.
2. Check the Notice option.
3. Click OK to pin the notice to the account.

Removing a Notice

Once the issue has been resolved:

• Delete the notice to remove it from the account view

This helps keep accounts clean and prevents outdated alerts from lingering.

Best practices

• Use Notes for conversations and historical tracking
• Use Notices only for active, unresolved items
• Remove notices once the issue is resolved
• Remember Notes and Notices are internal only and not visible to customers