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Receipt Notes vs Customer Notes

  • Receipt Note: Information about this transaction. It stays with the receipt, such as a special sale explanation.
  • Customer Note: Information connected to the customer for future visits. Save it from the Customer Note tab.
  • Reference: An optional external or internal reference number for the transaction.

When a selected customer already has a note, a red pulsing indicator draws attention to it. Read the note before continuing. Avoid sensitive or unnecessary information; write only useful business context.