How do I add notes to a payment?

Modified on Fri, 9 Aug at 1:38 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 drop-down arrow next to the payment type column as shown below:


 



It will appear in a pop-up box on screen, update your info and then click 'Update' to save. 




 


 

 

 

 


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article