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rachaelshorb18873
Tag Transactions with Reference or Notes field after they've Posted

This is a feature that would be extremely useful - in my case our company charges a deposit on the POS terminal, and then within 1-3 days an estimate # is pulled and assigned to that customer. If we had a simple way to add a reference or note to each receipt without altering the transaction itself, but essentially "tagging" it, then this would make tracking the charges much simpler. Right now I am just trying to come up with a workaround


christopherlord730
Re: Tag Transactions with Reference or Notes field after they...

You can enter the transaction as a pre-authorization and on the gateway through the POS tab and you'll have the option to update the reference number or customer reference number field when you complete or capture the authorization.