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Leaving receipt notes and internal notes

When making a sale, a refund or a work order in Retail POS, you can leave a receipt note or an internal note. Receipt notes appear on sales receipts and are visible to customers. Leaving a receipt note is a helpful way to document shared information between you and your customer.

For example, as an associate, if a t-shirt in your shop has slight damage but your customer still wants to purchase it, you could enter a concise receipt note that explains: "T-shirt sold damaged".

 

To leave a receipt note:

 

  1. Click Show Notes. This button is only visible on sales and refunds (not work orders).
  2. Enter your receipt note.
  3. Click anywhere outside the note to save.

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On the other hand, internal notes don't appear on sales receipts and are not visible to customers. Leaving an internal note is a helpful way to communicate between employees.

For example, as an associate, you could enter an internal note to your manager that explains: "Gave discount for t-shirt because damaged".

Adding timestamps (e.g. Jane (2020-01-23, 4:11 PM)) when leaving internal notes also helps keep a clear log of who wrote the note and when. This is helpful if, as a manager, you'd like to follow up with your associate on a particular internal note. Adding timestamps also makes the internal notes more clear if multiple employees have incrementally added notes to the sale, refund or work order over time.

To leave an internal note:

 

  1. Click Show Notes. This button is only visible on sales and refunds (not work orders).
  2. Optionally, click Add time to add a timestamp.
  3. Enter your internal note.
  4. Click anywhere outside the note to save.

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To delete a receipt note or an internal note:

 

  1. Highlight the text in the note.
  2. Press delete on your keyboard.
  3. Click anywhere outside the note to save.

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Once you finish a sale, a refund or a work order, you can also add, view, edit or delete receipt notes and internal notes retroactively in your reports. 

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