PricelyDocs

Activity log

A dated record of who did what in your workspace, from the first draft to the final payment.

Team3 min read
Activity log grouped by day
Entries are grouped by day, newest first.

The activity log answers “who changed this, and when?” for the whole workspace. Open Activity in the sidebar.

Reading an entry

Entries are grouped under a date heading, such as Friday, October 30, 2026, newest first. Each entry shows:

Action
A coloured label such as Created, Sent, Payment, Approved or Status Change.
Type
What it's about: Quote, Invoice, Client, Settings, Backup or System.
Description
A plain sentence, for example Created invoice INV-0042 from quote QT-0042 or Voided invoice INV-0039.
Who
The person who did it. Things your client does, such as viewing or accepting a quote, show Client. Automatic actions show System.
Time
The time of day, in your browser's time zone.

What's recorded

Entries name the quote or invoice number and the client, so you can tell at a glance what changed.

AreaWhat's recordedExample
QuotesCreated and updated, duplicated, submitted for approval, approved or sent back, emailed, accepted or declined by the client, and status changesQT-1056 for Marlow & Finch submitted for approval
InvoicesCreated (quick, from a quote, deposit and balance, recurring), edited, emailed, marked paid, credit notes, late fees, voids and deletionsEdited invoice INV-0042 — $1,250.00
PaymentsPayments you recordPayment of $500.00 recorded via check
ClientsAdded, updated, imported from CSV and deletedImported 24 clients from CSV
Recurring schedulesCreated, paused, resumed and deleted, plus each invoice generatedPaused recurring invoice for Marlow & Finch
CatalogItems added, updated and deletedAdded catalog item "Brand workshop"
SettingsExports, backups, restores and data deletionFull data backup downloaded

Filter

Use the filter at the top to show All Activity, Quote, Invoice, Client, Payments or Settings. Days with no matching entries are hidden. The Payments filter shows both recorded payments and invoices marked paid.

Export

Export CSV downloads pricely-audit-log-YYYY-MM-DD.csv with one row per entry:

ColumnExample
Timestamp2026-10-30T15:04:05.000Z (UTC)
Actionpaid
Entity Typeinvoice
DescriptionINV-0042 marked as fully paid — $4,800.00
ActorThe person's name, or System
Actor Roleowner, admin, member, or unknown for older entries

The quote timeline

Every quote also has its own Timeline on its detail page, on every plan. It shows that quote's history, such as when it was sent, viewed and accepted, without the rest of the workspace.

Plans

The activity log is included on Team and above. On other plans the Activity page explains what it includes and links to plans.

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