To leave notes on a payment, follow these steps:

1. Log into your OFX account.

2. Navigate to the “Payments” section from the left sidebar menu.

3. Locate the specific payment you wish to add notes to and click on it to view its details.

4. Click on 'Notes' at the top of the Payment Summary page.

5. Enter your comments or relevant information in the text box provided. You can also tag other users on the platform. 

6. Once you have finished typing your note, click “Send” icon to ensure that your comments are recorded.

7. Your comments will appear under the 'Notes' section to confirm that your notes have been captured successfully:

It is advisable to include clear and concise information that may be useful for future reference or for other team members reviewing the payment.

Why is this page important?
Leaving notes on payments is essential for maintaining accurate records and ensuring that all relevant information is documented. This helps facilitate communication among team members and supports effective financial management.

Next Steps

• Regularly review your payment notes to keep track of important information.
• Follow the outlined steps to add notes as needed.
• Ensure that all notes are saved properly to avoid loss of information.