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.