Payment notes can be added to a payment to notify others why certain transactions have taken place.
Click the Menu icon
Expand the Point of Sale menu
Select Orders
Create an order by selecting a customer and adding items
Click Save Order
Click the Take Payment button
Select the Payment Method and enter the payment amount in the amount field
Click the Attach Note button
Select the Note Type (Text Note or Rich Note)
Note: Rich formatting options, such as bold, underline, italics, or adding an image, provide a wider range of editing possibilities.
Enter notes in the notes field. Click Apply
Viewing Notes
Notes can be viewed on the payment detail report, customer inquiry and the payment report.
Payment Detail:
Click the Share and Print button
Check the Payment Detail box
Click Print
Customer Inquiry:
Click the Customer Inquiry icon
Click the Payment Log tab
Click the order Payment Note in the Action column
Payment Report:
Click Reports from the Point of Sale menu
Click the Payment tab
Click the order Payment Note in the Action column