Edit transaction description

Want to add a note to a transaction or make a change to a note that you added when processing a transaction via our Web Virtual Terminal app? You can edit a transaction description right from the transactions view.


Visit and sign in.

  • Click on the Transactions tab.
  • Locate the transaction you want to adjust by typing the transaction number or associated card number into the Search field.
  • Click the ACTION button and click the Add/Edit Description sub-menu.
  • Enter the new description text and click the OK button.

NOTE:  If you select the green "+" sign, you'll see the description change.


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