(This feature is available in BCSS Diamond and Virtual.)

Buyer Notes

Two notes may be added to any Buyer Record - Shop Notes and Invoice Notes.

Notes can only be added to an existing Buyer Record. They cannot be added when first creating a Buyer Record.

Shop Notes are for 'shop eyes only'. They are convenient reminders and a great way to share information with all Employees, from 'Don't accept credit card payment' to 'Had a baby girl in January'. Several notes may be recorded.

Personal Invoice Notes appear on the Buyer's Invoice and can be anything, like 'Thanks for shopping with us Mary!' - up to 60 characters.

Add a Shop Note

In the Buyers Work Area, click on a Buyer Record the click on Edit Buyer (lower-left menu) to open the Edit-Buyer screen:

Enter a note of any length in the large box (not shown). Click OK to save.

Add a Special Message to Any Buyer's Invoice

Enter any message of up to 60 characters in the small box (not shown). This message will appear when an invoice is prepared for this Buyer and will be printed on the invoice when the invoice is printed.

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