How to Add Notes and Shipping Charges to a Sale

How to Add Notes and Shipping Charges to a Sale

Adding Notes to a Sale

Invoice notes are useful for recording special instructions, customer requests, or delivery information.

Standard POS:

1. Click the Invoice Notes button
2. A text dialog opens where you can type your note
3. Type the note and click Save
4. The note is saved with the invoice and can be viewed later in the invoice history

Compact POS:

1. Click More... → Invoice Notes
2. Enter the note and click Save

Notes are saved with the invoice record and visible in reports and the invoice history log.

Adding Shipping/Delivery Charges

Standard POS:

1. In the Totals panel on the right, click the Shipping label (it may show "$0.00")
2. A dialog appears
3. Enter the shipping or delivery amount
4. Click OK
5. The amount is added to the invoice total

Compact POS:

1. The shipping amount is visible in the Invoice tab of the Totals panel
2. Click the shipping label to edit it

The shipping charge is a flat fee added on top of the item totals, discounts, and taxes.

Viewing the Invoice History Log

The history log shows a complete audit trail of everything that happened with the current sale:

Standard POS:

1. Click the Invoice History Log button

Compact POS:

1. Click More... → Invoice History Log

The log shows:

• When items were added, removed, or modified
• When payments were received
• When discounts were applied
• When the invoice was held, resumed, or cancelled
• Who performed each action and when
• Any comments or notes added

This is a read-only view — it cannot be edited.