I cannot add a note — what is wrong?

If the wizard refuses to create your note, the message in the red banner tells you which of these it is.

"No active organisation found"

Your account is missing the business profile that notes are filed under. Accounts created before 21 August 2026 could end up in this state, and there was no way to fix it from inside the product.

A business profile is now created for you automatically at signup. If you still see this message, email support@serveyournote.com and we will repair the account — it takes a moment and nothing you have entered is lost.

A field is highlighted in red

Each step is checked before you can move on, and the message names the field. The two most common causes are an interest rate entered as a decimal instead of a percentage — enter 8.5, not 0.085 — and a first payment date that falls before the origination date.

The button does nothing

Scroll up. There is a validation message above the form naming the step that still needs attention.