Accessing your Transaction History

Step 1: Click on the “Transactions” button at the left sidebar.

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.

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 .

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.

Exporting Transactions to Excel

Step 1: Click on the “Export to Excel” button at the top right of the page.