How do I add notes to a payment?

Modified on Thu, 07 Jan 2021 at 03:51 PM

If you have not yet posted/taken the payment 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 need to add notes to an existing payment you need to click on the little drop-down menu next to the payment type column as shown below:

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