Add notes to a community item payment to document its status or the reasons behind actions taken on it. You can add notes to purchases in any tab, and you select whether each note is public or private. Public notes are visible to the homeowner, such as a fulfillment update. Private notes are for internal use only, such as the reason for a refund.
Follow these steps to add notes to a community item payment:
In CINC with universal navigation, go to Residents > Community items and services > Purchase an item.
The Manage Community Item Purchases page displays. Select the appropriate Association from the drop-down list, or select All Associations if you have access to all of them. Your selection carries over as you move between tabs.
Click the appropriate tab to view a particular purchase.
Click Manage on any purchase.
Select the note type.
Note: Use public notes for information the homeowner needs, such as fulfillment status. Use private notes for internal details, such as the reason for a refund.
Enter the appropriate information in the Notes field.
Click Update.