Adding payment notes in your Point of Sale (POS) system is a valuable feature for keeping detailed records of transactions. Here's a simple process to add notes to a payment:
Select Payment Method:
After processing an order, select the appropriate payment method in your POS system.
Enter Notes:
Once the payment method is chosen, you can just look for an option to add notes. This is usually available as a text field labeled 'Notes' or something similar.
Type in any relevant notes about the payment. This could include details like the reason for a discount, specific customer requests, or any other pertinent information.
Save the Notes:
It would be automatically saved when you click on Proceed.
View in Order Details:
The notes you've added should now be visible in the order details. You can review them to ensure accuracy.
By adding notes to each payment, you can maintain comprehensive and informative records, which can be useful for future reference, accounting purposes, or customer service inquiries. Remember, clear and concise notes can significantly aid in understanding the context of each transaction.