Update Designation for Cash Payments

Payments can be given a Designation. Note that payment status and client settings may impact the availability of this option.

1. Navigate to the Payment Processing area.

2. From the Cash Payments tab, click on the ellipsis icon next to the payment and select the Designation option.

   

3. Enter the text in the Designation field.

   Note: Input for the Designation field is limited to a maximum of 300 characters. For information about special character limitations, see Designation Fields FAQs.

   

4. Click on the Save button to update the text.

Warning: Only clients that have the Designations feature setting enabled in their account will have this option. This setting can only be enabled by the Implementation team.