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Record and View Notes on One-Time Charges

Keep an internal note attached to an individual payment on a One-Time Charge — useful for recording details a receipt itself doesn’t capture.

Steps

  1. Click on the Payments tab on the vertical Dashboard menu at the left side of the screen, then click One-Time Charges.
  2. Find the charge and click its View Summary (magnifying glass) icon in the ACTIONS column.
  3. Find the payment’s row in the receipt list (adjust the Date Range if it isn’t showing), click its three-dot ACTIONS menu, and select Invoice Notes.
  4. In the NOTES window, type your note into the text box. You can drag its bottom right corner to resize the box while typing.
  5. Click Save.

To exit without saving, click the X in the top right corner or press Esc.

Note: Reopening Invoice Notes on the same payment later shows whatever was last saved, so this doubles as a way to view earlier notes, not just add new ones.