Managing your Transactions
This section we will teach you how to check and manage your transactions.
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Accessing your Transaction History
Step 1: Click on the “Transactions” button at the left sidebar.
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Adding / Editing Notes to your Transaction
Step 1: Scroll to the right of the transaction record.
Step 2: Click on the “Add” or “Edit” link under the notes column.
Step 3: Enter your notes.
Step 4: Click on the “Ok” button to save.
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Resending a SMS
Step 1: Scroll to the right of the transaction record.
Step 2: Click on the “Resend SMS” link under the actions column.
Step 3: Click on the “Resend” button .
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Voiding a Transaction
Step 1: Scroll to the right of the transaction record.
Step 2: Click on the “Void” link under the actions column.
Step 3: Click on the “Yes” button.
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Exporting Transactions to Excel
Step 1: Click on the “Export to Excel” button at the top right of the page.
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