Doc. Number | Article Title | Effective Date | Version |
FHC-XX | Transaction Memos | November 15, 2024 | 0.4 |
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, then click Save.
- Default Draft Memo: Select a default memo for all ACH Client Debit transactions.
- Default Credit Memo: Select a default memo to be applied to all Credit Card 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. |