How to edit or delete an existing transaction
Sometimes a mistake is made and it needs to be corrected.
To change a transaction:
- Select the Client option from the main menu
- Select the client’s name you wish to edit
- Select the history tab at the top of the screen
- Select the purchases tab in the main area of the screen
- Press the Edit Transaction button, make your changes and save
- OR press the Delete Transaction button
Note: you must be logged in with correct permissions to be able to do this.