Edit or change Purchase Notes on the Sales Report
If you're using the "Notes" section of the purchase process to record notes for your client transactions (check numbers, tracking cash purchases, or need to update when a client paid), you can edit the notes on the Sales Report.
First, head to the "Sales Report By Transaction" section, and click on a note in the "Funding Source" column pertaining to the purchase you want to update.
Clicking on the note brings up a popup to edit or change the note. Click Save and your note is updated!
That's about it! Any questions? Chat with us or send us an email to support@fitli.com.
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