Add a Note to a Payment Record

• Back Office
• Household Search (The Search button on Manage a Household is the best shortcut)
• Search for the contact
  • Click the go-to menu
  • A list of choices appears: choose Payments

• Review the list of payments. Select the go-to menu option next to the correct payment.
• The list of purchases and payment details appears on the Payment Detail panel.
• Scroll to the link that has the following content: Adult contact’s name and Item listed as Payment (Thank you).
  • Click the pencil.
  • Now, a form appears.
  • Enter the Payment Note and make any other desired changes.