Hi Ryan,
Thanks for getting in touch. I’m sorry to hear you’ve been finding this frustrating, but don’t worry, we can help. There’s a few different note options available to you which can be used in different scenarios. I’ll run you through them below.
General comments
We have the customer general notes that you mentioned. These are shown on the customer page (as you mentioned), but they are also shown on the order page in the “Customer overview” section below the payments section. They’re they don’t jump out at you for sure, but can be seen when you need them.
Order notes
Next, we have order notes (which you also mentioned). These are order specific and are shown on the PDF sales order/invoice as well as on the main order screen under the address(es).
Delivery notes
Another option that you could use are delivery notes. These can only be set once the delivery has been scheduled, but can then be managed from either the delivery screen or the order screen and they’re shown on the delivery screen and delivery note PDF (as well as places like the delivery manifest). They’re not shown on the order screen, but we could add them there too if that would be useful for you?
Private alert notes
Finally, another “type” of note that you might find useful is our recently added “Private alert notes”. These are shown on the customer screen, order screen and delivery screen in a “warning” box to make them really obvious. They are set per-customer (not per order) and are useful for important things that you never want to miss. Here’s an example of how they show on an order, but they show in a very similar way in all the places I mentioned
I hope that helps you find a solution that works for you, but if that doesn’t cover it, please do let me know, and we’ll do our best to help you out.
Cheers,
Luke