Let customers add a memo to documents

SAKU Receipts: Letting customers add a note to the remarks on their documents

  • Invoice-ready

  • Hydrogen-ready

  • From $4.99/mo

SAKU Receipts: Letting customers add a note to the remarks on their documents

App features

  • Customers issue documents themselves from the Thank you page, order status page and emails
  • Invoice registration number (Japan) and tax breakdowns by rate (8% / 10%)
  • Set your company logo, stamp and theme color
  • Print from the admin one order at a time or in bulk
  • Documents in Japanese and English
  • Pro plan: remarks by payment method or tag, issued tags and issue limits
  • Hydrogen plan: issue documents on headless (Hydrogen) stores too

*Note
Supports new customer accounts.
Partially supports classic customer accounts (supported themes: Dawn, Rise and Studio).

This article explains how to let customers add a note at the bottom of the remarks box on receipts and other documents. It's useful when a customer wants to add a short line for their own internal processing, such as "For expense claim".

Note: this feature is available on the Pro and Hydrogen plans (you can try it for free on development stores). For details on plans, see "Pricing plans".

In this article

  • How to turn on customer notes
  • What customers see
  • How notes are handled (whether they're saved and what customers can change)

Where to find it: Shopify admin → Apps → "SAKU Receipt" → "Settings" in the left menu → "More remarks features" → "Customer notes"


What you need before you start

  • SAKU Receipts is installed
  • The Pro or Hydrogen plan (you can try it for free on development stores)
  • A way for customers to open documents (the buttons on the Thank you page, the order status page or in emails) is already in place


1️⃣ Turn on customer notes

In the "Customer notes" section of the Settings page, turn on "Let customers add a note to the remarks" and click "Save". It's off by default. You're done when an "Add a note" button appears on the customer's document page.

The More remarks features and Customer notes section on the Settings page

When it's on, an "Add a note" button appears on the customer's document page.


2️⃣ What customers see

When customers open a document from the Thank you page, the order status page or the button in an email, an "Add a note" button appears at the top. Clicking it opens a text field, and clicking "Add" puts the note at the bottom of the remarks box. Customers can then print the document or save it as a PDF.

A customer has clicked Add a note on the document page and is typing a note

Clicking "Add a note" above the document opens a text field.

A receipt with the customer's note added to the remarks box

The customer's note is added at the bottom of the remarks box.


3️⃣ How notes are handled

  • The note only appears on screen and in that print. It isn't saved and disappears when the page is reopened.
  • Customers can't change the remarks set by your store. The note is only added below them.
  • It works on receipts, invoices, delivery notes and quotes.


Troubleshooting

  • The "Add a note" button doesn't appear
    Check that you clicked "Save" on the settings. If a document page was already open, reload it and check again.

To add remarks to individual orders from your store's side, see "Adding remarks to a single order when printing from the admin".
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