(Available in Deluxe, Diamond and 24karat)
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 can not 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 Jan 07'. 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
Double click on a customer to open the Edit-Buyer Screen:
Enter a note of any length in the large box. 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. This message will appear when an invoice is prepared for this Buyer and will be printed on the invoice when the invoice is printed.
For support please Email the Help Desk