How do I add a note to a transaction at time of sale

[HOR2930]

How do I add a note to the transaction before it is completed?

[Tom]

Hi @HOR2930, I got you! 👋🏻

The process for adding a note to a payment at the time of the sale is slightly different depending on the device you're using. Have a look at this article which has step-by-step instructions for adding a note using a smartphone versus a tablet.

Hope this helps clear things up! Please let us know if you have any further questions. 😀

[hannahrue22]

How do you change the information collected at checkout? We work primarily with schools and the customer's name does not always match the contact for the school. Is there a way to add a form question where they can put their school name when checking out? 

[JustinC]

Hey @hannahrue22 - 

Are you referring to the Checkout Screen on your POS device? If so, you can add note  to the sale and include the school name. 

Check out @Tom's post above !! 

[hannahrue22]

Hi @JustinC, 

Is there a way for the buyer to add a note? The problem I am having is that we do not know which school the payee is with. 

[JustinC]

Hey @hannahrue22 - Thanks for the post. 

May I ask where your customer would be adding the note themselves - through Square's Online Store, in the POS app, on a invoice? 

[Kim64]

In the previous version I was Voe to add a note when using the keypad. This I where I put the clients name so I can easily scan in the transactions tab. I really want this option. Sometimes I am reviewing transactions to see if a client purchased a pkg of sessions or a single session. Please add this back in 

Kim

[JustinC]

Found the thread you're looking for. I moved your post to it. @Kim64

[KbENTERPRISES]

How can you access notes in reports or transactions 

[JJ_]

Hello, @KbENTERPRISES, and welcome to the Seller Community 👋

To search for Notes you will have to visit your Transactions Page in the Square Dashboard and modify the last filter to Note and input your query.

Here is how that looks: 

I hope this information is helpful!