How do I add notes to a refund?

Modified on Mon, 04 Jan 2021 at 05:08 PM

Click on 'View Transactions' on the RES or  RESX item and then press the "+Add Transaction" button. As you are filling out the details, you will see that there is a field called "Additional Info" for you to add notes:

If you fill this out it will then show up on the Transactions screen thus:

If you utilise this function in combination with the refunds report in the Reports > Finance > Refunds section of HOP, you can then monitor all refunds accordingly.

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