Add a Note - Payment
How Do I...  •  Glossary  •  FAQs

You can add a note about a payment, up to 500 characters, to remind yourself of any special event associated with it. Special circumstances could be a dispute surrounding the payment, a record of a conversation with customer service, or anything else you want. Unlike a memo, notes are not shared with the payee, and they can be added at any time, even after the payment has been processed.

You may add a note from the Payment Outbox, Payment Confirmation, View Reports, Payment History, or Search Records pages.

To add a note:

  1. Click the "Edit a note" or "Notes" link corresponding to the payment for which you want to add a note.

    Result: A pop-up window appears.

  2. Enter your note and click Save.

    Result: Your note is saved.

See Related Topics:

  1. Edit a Note - Payment