Creating Custom Transaction Memos
1. Navigate to the Enrollments tab > Transactions page.
2. From the Transactions page, click on Transaction Memos.
3. 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 to be applied to 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.
