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Customer Notes and Invoice Notes
Customer Notes and Invoice Notes

Getting the most out of the notes in your Customer profile

Stephen Kuhn avatar
Written by Stephen Kuhn
Updated over a week ago

Read Time: > 1 minute

Each Customer Profile has two spaces to add Notes. These Notes can help track important information about a customer.

Notes

Act as a pop-up reminder for staff when they add an Order in the Back Office.

Example: 'Always include vegetarian options'.

The Customer themselves can't see these notes, so it's only useful to staff in the Back Office.

Invoice Notes

Can include important information about Invoicing and Payment Details. For example, you might include the invoice address or details about how a Customer prefers to be Invoiced.
Example: 'Always send a copy of the Invoice to hq@abclawyers.com'

Adding Notes will help you track important Customer Details and keep every Customer happy with personalized service!

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