| Doc. Number | Article Title | Effective Date | Version |
| FHC-XX | Creating and Saving Transaction Memos | November 24, 2025 | 0.5 |
This article covers how to create and save custom Transaction Memos. See the steps listed below:
1. Log in to the CRM. Navigate to the Enrollments tab and click Transaction Memos located on the Navigation Bar (see the highlighted image below).
2. To add a new Custom Transaction Memo, type the name of the memo in the "Add Memos" input box at the top of the page, then click Save.
- Default Draft Memo: In the example above, select a default memo for all ACH Client Debit transactions.
- Default Credit Memo: In the example above, select a default memo to be applied to all Program Fee transactions.
4. When adding or editing a payment, you can select from your Custom Transaction Memos by clicking Memo.
Article Version History:
| Version | Effective Date | Description |
| Basic | 01/11/2017 | Initial Release |
| 0.1 | 06/02/2022 | Updated screenshots and language for legibility |
| 0.2 | 12/28/2022 | Added header and Version Control footer |
| 0.3 | 11/17/2023 | Refreshed every screenshot to reflect the current user interface and to improve legibility. |
| 0.4 | 11/15/2024 | Minor grammatical changes only; no subject matter updates made. |
| 0.5 | 11/24/2025 | Refreshed all screenshots to reflect recent updates to the user interface. Updated document title. |