5 Ways to Use GoPayment’s ‘Memo to Self’ Feature

Remember back in the “old” days, when checks were more popular than credit cards? A customer would write a check, sign it, and hand it to a merchant, who might then use the check’s memo line to jot down the customer’s driver’s license or phone number (or other personal info).

With GoPayment’s mobile-payment system, business owners can take advantage of a similar feature. Memo to Self, an option found in the Settings menu, can be used to add additional text to any credit card transaction. Business owners can type whatever they’d like into this data field, and it will be documented in GoPayment alongside the transaction. Best of all, the note never appears on a customer’s electronic receipt.

How can you use the Memo to Self feature to your advantage? Here are five suggestions:

1. Appointments — If you’re a photographer, it can change the way you do business by securing a deposit from a customer while setting his or her appointment time simultaneously. Just swipe the customer’s card in the amount of the deposit, and enter the date and time of the photo shoot in the Memo to Self field. This way, you can keep track of how much clients paid as well as when their appointments were.

2. Delivery Information — If someone is buying an item from you at a craft fair and wants it shipped or delivered to a different location (perhaps that of a gift recipient), you can enter the shipping address in the Memo to Self field. This also applies for items to be sent at a later date. Customer instructions such as “deliver before noon” or “call ahead” can go in this field, too.

3. Market Research — Trying to gauge the impact of your advertising efforts? Use the Memo to Self field to record how customers heard about your business or offer. Ask the question while processing transactions and enter responses at the same time. Download the data later to see how your marketing strategy is faring.

4. Employee Tracking — Some businesses obtain several GoPayment card readers and shuffle them among different employees. If you want to see how each individual employee is doing, train staff members to enter their name or initials into the Memo to Self field so you know who processed which transactions.

5. Miscellaneous Information — If you agree to offer a discretionary “manager’s discount” for some reason, you can record this decision in the Memo to Self field. Or you can type in something about the customer that may be relevant to future business, such as “potential supplier” or “PTA president” or “may make bulk purchases.” This can help you keep tabs on things like special exceptions, networking possibilities, and sales leads.

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