Sales
How notes work on sales
Learn when to add a note and what to write.
Notes are optional, but they are useful when a sale needs extra explanation. A good note can help you understand a record weeks or months later.
When to add a note
- Add a note if the sale was unusual.
- Add a note if the sale relates to a specific customer, job, delivery, product, or agreement.
- Add a note if you gave a discount.
- Add a note if a payment needs explanation.
- Add a note if another person may review the records later.
Examples of useful notes
- Two loaves and milk.
- Payment for delivery to customer.
- Discounted price for regular customer.
- Part of larger order.
- Paid by customer after earlier booking.
Notes for stock-linked sales
- Bizwazi can fill sale details from selected inventory items.
- You can still type your own note if you want a clearer explanation.
- For stock-linked sales, item lines may already show what was sold.
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Bizwazi helps small businesses record sales, expenses, invoices, inventory, bills, transfers and daily balances so the money makes more sense.