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How do I add a transaction against a person?
How do I add a transaction against a person?

Add charges to a person

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago
  1. Tap the People tab

  2. Go to View, select Owners

  3. Hover over magnifying glass, enter owner name

  4. Tap on owner name

  5. Select Transaction tab

  6. Tap Add transaction

  7. Select a date for transaction

  8. Add amount of transaction

  9. Select a service code for the transaction

  10. Add a description

  11. Select Add Transaction

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