Recording reference number from a transaction
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How do you record the reference number following a transaction? For instance, after taking a payment, where do you then enter the reference number from the credit card receipt or the check number from the check they gave you to track the transaction?

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    Gillian

    Hi Shira, I'd be happy to help. When entering a Check transaction, you can enter the check number in the Check Number field. There is not currently a way to attach a transaction or reference number to a Manual Card Transaction payment. 

    Hi Shira, I'd be happy to help. When entering a Check transaction, you can enter the check number in the Check Number field. There is not currently a way to attach a transaction or reference number to a Manual Card Transaction payment.