Opening transaction descriptions

To open a transaction description under the Invoice profiles object bar:

  1. Click the plus sign (+) to expand the invoice profile for which you want to open a transaction description.

  2. To open and edit a transaction description, click the plus sign (+) next to the Transactions descriptions folder and double-click the transaction description.

To open a transaction description under the Transaction descriptions object bar:

  1. If the invoice profile is open, close it.

  2. Click the Transaction descriptions object bar.

  3. To open and edit a transaction description, double-click the transaction description.

Creating a new transaction description

Editing a transaction description

Transaction descriptions: Overview