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A note can be quickly and easily added to a transaction at the point of sale, or after the transaction has taken place.
There are many ways to use this flexible functionality in your business. For most Zeller merchants, a transaction note will be the ideal place to record reference information such as invoice numbers.
Here are some more ideas to get you started thinking about all the ways transaction notes could be used in your business.
However you choose to use notes in your business, having the ability to access pertinent transaction information in seconds will streamline everyday tasks and enable you and your staff to provide an elevated customer experience.
When a customer taps, dips or swipes their card or other device to Zeller Terminal, the transaction is instantly processed. The Approved screen appears, signalling to both the customer and staff that the transaction has been successfully processed.
From this screen, you can:
To add a note to the transaction, simply tap Notes and a custom field will appear. Type the note directly onto Zeller Terminal and tap Save. Zeller Terminal will store the transaction note against the relevant transaction and return you to the Approved screen.
In the event a transaction is declined or fails, follow the same process to add a note to the transaction.
Notes can also be added to transactions that have already occurred. Depending on the type and length of information you want to store against transactions, you may wish to type the note after a customer has left your store.
Simply navigate to the transaction list on Zeller Terminal, open the relevant transaction, and tap Add a note. The custom note field will appear. Type your note, tap Save, and your note will be stored against the transaction — readily accessible on Zeller Terminal and in Zeller Dashboard.
When you take payment via Zeller Terminal, critical transaction information is just a few taps away. Each transaction record contains thorough details, including:
The ability to see all of this information in one spot reduces the number of steps you need to take in reconciling your accounts, and enables you to put that information to use to improve business processes.
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If you have any questions, reach out on Facebook or call our Support team on 1800 935 537. Or, email firstname.lastname@example.org to provide any product feedback or feature ideas to our team directly. Our Support team works side by side with our developers, so your feature recommendations can be considered and implemented in days — not months.