Documentation: Editing a Transaction

Clicking the Name link for a line on the Transactions list displays the Edit Transaction screen for that Transaction, as shown in the following illustration. The XML Response data associated with the Transaction is displayed within the Response box at the bottom of the screen. Use the steps below to edit a Transaction’s information.

 

  1. Click  on the Edit Transaction screen to remove a Transaction from the system, if necessary. Please refer to the Deleting a Transaction section of the document for details on deleting a Transaction from Azimio.

Within the Customer Data portion of the screen:

  1. Click the Name link to return to the Edit Customer screen. Please refer to the Editing a Customer section of the document for details on editing Customer information.
  2. Click the Income link to view the Invoices screen. Please refer to the Invoices section of the document for details on working with Invoices.
  3. Click the Last Invoice link to view the Edit Invoice screen. Please refer to the Editing an Invoice section of the document for details on editing an Invoice.

 

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