Help CenterStaff notes on receipts give your team a clear reference for how credits and deposits should be used. By keeping these details available when taking payment, staff can identify the appropriate credit or deposit for each transaction and keep track of its intended purpose—all while keeping internal notes private from clients.
IMPORTANT: This is an internal note that can only be viewed by staff members. Clients cannot see this note.
On an appointment screen, click the Deposit button.
Add your note and complete the payment.
You can also add a Staff Notes when you add a credit to the client’s account. This is done under the client card, Financial tab, Add a Credit.
This note will be shown later when taking payment on an invoice so you’ll know which credit/deposit to use for the transaction.
Key Points
Clarify which appointment a deposit is intended for.
Record the intended use of a credit for future reference.
Help staff choose the appropriate credit or deposit when taking payment.
Keep payment-related notes available to staff without exposing them to clients.