Adding and Reviewing Transaction Notes

Transaction Notes can be enabled to automatically prompt staff completing Point of Sale transactions to enter notes against the transaction, which can then be reviewed later.

These sale types include:

1. Normal Sale (to a Cash Customer)
   
2. Payment
3. Invoice
   
4. Credit / Invoice Credit
   
5. Layby
6. Layby Payment
   
7. Repair Payment
   

Prompting for Transaction Notes

1. On the top menu bar of Retailer, click on Setup → General.
2. Click on the Txn Notes tab.
3. Select the types of transaction for which you want a prompt to appear so you can add Transaction Notes.
4. Click Save.
   

When you end a sale, the Transaction Notes window will appear. Click the Add button to type in your notes and click Save.

Notes can also be added to a Sale from the POS Screen using a POS Button or the keyboard shortcut (Ctrl + N)

Reviewing Transaction Notes

1. On the main screen of Retailer, click on the Customers icon.
2. Click on the magnifying glass icon, search for, and select the specific customer.
3. In the List of Transactions, right-click a Transaction (Sale, Invoice, etc) and click Notes.
   
4. Current Notes for this Transaction will show. Tick Hidden to hide the note from Receipts, Statements & Customer Transaction Log
   
5. Notes can be added and deleted using the Add and Delete buttons. After Adding a Note, click Save and then Close.
   

Notes can also be retrieved by right-clicking a Transaction in the Previous Sales Screen and clicking Notes

    Reporting on Transaction Notes

      Tick Show Sale Notes when running the Customer Transaction Log

   

    Showing Transaction Notes on Statements

      Tick Show Sale Notes in Customer Statement Options

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