Payment Notes, Customer Notes, and Invoice Notes

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There are different types of note sections in the Wylie System. Below is a list of the different types of notes and where they will be displayed:

 

1. Customer Note (Register Note Box):
   Use the ‘Note’ box in the register to add a note to the customer’s profile. This note appears:
   
• In the ‘Notes’ column of the customer table
• On the customer’s profile
• When completing a sale
  
  You can also edit this note by:
  
  • Clicking the pencil icon next to the customer’s name in their profile
  • Using the edit pencil in the customer table
2.  
3. Notes Tab:
   This is a separate section in the customer profile meant for additional notes, distinct from the register note.
   
   
4. Invoice Notes:
   You can also add notes directly to an invoice (if the feature is enabled). These appear:
   
• During checkout 
• In the Invoice Table, once the note is added.
  
  
  
  
  

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Article Number: 71
Author: May 27, 2025
Last Updated: May 27, 2025

Online URL: https://help.wyliebiz.com/article.php?id=71