View History of Punch Card Edits

To view the edit history of Punch Card amounts from the Customers Manage menu, follow these steps:

  1. On the Customers menu, select Manage Customers.
  2. Search for customer.
  3. Click to highlight customer.
  4. From the Tools, select the Customer Notes button.

Customer Notes for the Customer appears. If any edits were made to the Punch Card, you can view the reason for the change and the date and time stamp along with the amounts that were changed.

 

NOTE: Customer notes are not editable. You cannot delete any line item in Customer Notes.



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