Record and View Notes on One-Time Charges

Annotate an individual One-Time Charge receipt with notes about payment details or any other matters that you need to record.

1. Click on the “Payments” tab on the vertical Dashboard menu at the left side of the screen.
2. Click on the “One-Time Charges” tab.
3. In the “ONE-TIME CHARGES” window that opens, locate the item you want to review and click on the “View Summary” icon (blue magnifying glass) in the “ACTIONS” column.
4. In the summary window that opens, set the “Date Range” fields at the top of the window so they show the time period for which you want to see One-Time Charge transactions.
5. In the Actions column, click on the three-dots icon and choose “Invoice Notes” from the dropdown menu.
6. In the “NOTES” window that opens, record your information. To enlarge the text area of the window, click and drag its lower right corner.
7. Click on the “Save” button to add your comments.
• To exit the process without adding notes, press the “Esc” key, or click on the “X” in the top right corner of the window.