You can save a note that displays at the Till when a Centralised Customer Account is selected. For example, you could add a reminder to make an account payment, or recall the customer’s scripts. Till Notes can also be saved to a local Customer record. See Customer notes to prompt at the Till.

If there are Till Notes saved to both a Customer and the linked Centralised Customer Account, when you Select Customer at the Till, and then select Account, both notes are displayed.

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Add a Till Note to a Centralised Customer Account

From Customer Management:

  1. Click the Customer Accounts icon.
    The Customer Account Management window is displayed.
  2. Highlight the Account and click Change.

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    The Customer Account Entry window is displayed.
  3. Enter the text note in the Till Notes field.

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  4.  Click OK to save the note.
  5. The note will display as a Group Account Notes in the Till when the Account is selected.

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