To communicate with your customers or staff, you can add receipt notes and internal notes to sales and refunds. For example, if a staff member discounts a damaged item, they can add a note to the receipt for the customer, and a message on the transaction with the reason for the discount.

Adding notes to receipts

Receipt notes appear on sales receipts to document information shared between you and the customer.

• Adding notes to receipts on Desktop

  1. From the Sales page, click Show Notes.

     

  2. Input your note under Receipt note.

  On desktop, notes save automatically whenever you make changes. A message will appear to notify you when Retail POS is saving.

  

• Adding notes to receipts on iPad

  1. From the Sales page, tap Receipt note.
  2. Input your note.
  3. Tap Save.

You can view a receipt note at any time from the sales history.

Adding notes to individual line items 

You can also add a note to individual line items which appears on the customer’s receipt. After adding an item to the sale:

• Adding item notes on Desktop

  1. Click the item name.
  2. Add your note to the blank field under the item name.
  3. Click Save.

  On desktop, notes save automatically whenever you make changes. A message will appear to notify you when Retail POS is saving.

  

• Adding item notes on iPad

  1. Tap the … (More) icon beside an item.
  2. Scroll down to the notes section and add your note.
  3. Tap Done.

You can view an item note on desktop by navigating to Sales > Sales history and clicking a sale. On iPad, tap Manager from the profile page. Then, tap Sales > Sales history and tap a sale.

Adding internal notes to sales

Internal notes are attached to a sale to help your employees communicate and aren't visible to customers. They let your staff share information about a sale.

• Adding internal notes on Desktop

  1. From the Sales page, click Show Notes.

     

  2. Input your note under Internal note.

  Notes save automatically whenever you make changes. A message will appear to notify you when Retail POS is saving.

  

• Adding internal notes on iPad

  1. From the Sales page, tap Internal note.
  2. Input your note.
  3. Tap Save.

Leaving timestamps on internal notes

You can use timestamps to log who wrote a note and when. To add a timestamp to an internal note, click Add time.

This can be especially useful if you need to add updates to an internal note. Notes are a single text field, so new entries must be added to the original text.

An employee’s name is included with the timestamp as long as they’re logged in.

Viewing notes after a sale

Notes can be viewed or edited after a purchase is completed by navigating to the sale.

• Viewing notes on Desktop

  1. Navigate to Sales > Sales history.
  2. Select the sale.
  3. Click Refund or Exchange.
  4. Click Show notes.

• Viewing notes on iPad

  1. Navigate to the Profile page.
  2. Tap Sales.
  3. Tap the sale, and scroll down to the Notes section.
  4. To edit a note, tap on it. Tap Save when you're done.

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