Note For In House Credit

[docmattman]

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?

[Michael]

I put reasons on invoices but you can put them in the ticket yourself or use the client notes plugin and put a client note with information about it: http://www.blesta.com/forums/index.php?/topic/3646-plugin-cleint-notices-set-text-or-html-notice-for-each-client/

[NetworkJack]

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?

[Blesta Addons]

  On 1/28/2015 at 12:14 AM, NetworkJack said:

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 # .

[NetworkJack]

As I said, the Notes field is not there:

 

 

[Paul]

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.

[Blesta Addons]

  On 1/28/2015 at 11:01 PM, NetworkJack said:

As I said, the Notes field is not there:

 

 

i have misunderstand you . i have though the Check/ID # field , i do the same as Pual see . i put in the Check/ID # field thebank reference key .

[NetworkJack]

So what happens on an import from 2.x into 3.x? Do those fields get combined into the Check/ID # field?

[Blesta Addons]

  On 1/29/2015 at 5:50 AM, NetworkJack said:

So what happens on an import from 2.x into 3.x? Do those fields get combined into the Check/ID # field?

Maybe is ignored .