V8 - Customer notes, Comments, and Customer messages
Customer notes, Comments, and Customer message fields are included on most sales forms in SOS Inventory. Each has a different and distinct function.
Customer notes
The Customer notes field on sales transactions contains information about the customer that is pulled from the Notes field in the customer definition, so that information will appear on every sales transaction pertaining to that customer. The content of customer notes is intended for internal use only. The notes do not appear on a copy of a transaction that a customer receives as long as the Notes field is not added to the form template of those transactions.
For the protection of your customers, sensitive and private information (such as credit card and bank account information, social security numbers, and medical information) should not be stored as a customer note.
Comments
Like customer notes, comments are intended for internal use, but the content should not contain any sensitive information that the customer could see. This field can be added to the sales form template and be visible to customers.
The comments do sync to the memo block on invoices in QuickBooks Online. While QuickBooks invoices sent to customers do not include those comments by default, please note that comments will appear on QuickBooks' statements given to customers.
A comment (memo) entered on a sales transaction is displayed when the transaction is viewed internally, as well as in the Memo column of the transaction record's appropriate list. The comment feature is very open-ended and can be used in a variety of ways. The best use of this feature depends on the specific needs of your company.
Customer messages
You can include a message to the customer on a sales transaction that describes exact details of a sale, conveys shipping arrangements, or communicates any information that you wish. You can type the message manually or select a message that has been previously defined in the system.
The Customer messages list (Company menu > Miscellaneous > Customer messages) allows you to add or edit a predefined message. Once created, predefined customer messages can be accessed on transactions by selecting a predefined message in the dropdown by the Customer message field on the sales transaction. The Customer message field is limited to 1000 characters.
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