This option may be helpful for transactions that contain purchase orders or reference numbers you wish to record against a specific sale. A note can also be recorded against an account payment, which may assist with reconciliation processes.
A note can be conveniently added to the sales basket before or after scanning products and can be changed or removed anytime prior to completing the sale.
Notes will be displayed:
- on the docket
- in the Sales Enquiry screen
- on reprinted Tax Invoice
- in the Customer History report (if the customer was selected in the transaction where the note was added)
- on Monthly and Interim Statements for account customers
To add a note to a sales transaction, click the Add Note button or use F12 as a shortcut to launch the Add Notes screen.
Watch the video to learn more