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Note For In House Credit


docmattman

Question

Is there a way to add a note to an In House Credit?  For example, a user contacts customer support and for whatever reason, they are issued a credit to there account.  On this credit, we'd like to put the reason and or support ticket number or any other relevant information that may be needed.  I only see a way to record the payment as a credit, but can't see anyway to add notes to it.  Am I missing something, or is this feature not available?

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In Blesta 2.x there was a Notes field when entering in a manual payment. It is where I put the name of the bank on the check.

 

Now in 3.x, that field is no longer there. Is it safe to expose the "reference_id" field from the "transactions" table on that form for entering that info?

this featur is also exist in v3 , just use Record Payment . you will find Check/ID # .

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You could include the bank in the Check/ID # field, however the client will be able to see it. There are indeed no notes option for recording a payment beyond the transaction ID. If you must store more information about a particular transaction, you could create a note on the clients account and reference the transaction, adding other details. Of course, this is an extra step.

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