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Adding Notes To A Payment Or Refund

Navigation: Reservation>>Make Payment/Refund

Tip: This functionality is especially useful for tracking check numbers or what a specific payment or refund should be designated for. Please note: These notes are only visible on the back-end of the reservation and will not be seen by the customer.

If you would like to add a note to a payment/refund follow the steps below.

  1. Go to Reservation
  2. Click the Payment Summary tab
  3. When you Make Payment or Refund a field called Notes is available to add up to 250 characters
  4. Once added, admins will be able to view the Notes under the Payment History area of a reservation by hovering over the notes icon

Important Note: Notes are not available for Voids

 

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