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.
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Adding notes to receipts on Desktop
- From the Sales page, click Show Notes.
- 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.
- From the Sales page, click Show Notes.
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Adding notes to receipts on iPad
- From the Sales page, tap Receipt note.
- Input your note.
- 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:
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Adding item notes on Desktop
- Click the item name.
- Add your note to the blank field under the item name.
- Click Save.
On desktop, notes save automatically whenever you make changes. A message will appear to notify you when Retail POS is saving.
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Adding item notes on iPad
- Tap the … (More) icon beside an item.
- Scroll down to the notes section and add your note.
- 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.
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Adding internal notes on Desktop
- From the Sales page, click Show Notes.
- 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.
- From the Sales page, click Show Notes.
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Adding internal notes on iPad
- From the Sales page, tap Internal note.
- Input your note.
- 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.
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Viewing notes on Desktop
- Navigate to Sales > Sales history.
- Select the sale.
- Click Refund or Exchange.
- Click Show notes.
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Viewing notes on iPad
- Navigate to the Profile page.
- Tap Sales.
- Tap the sale, and scroll down to the Notes section.
- To edit a note, tap on it. Tap Save when you're done.