Edit Invoice Descriptions

When a transaction is made, the description of that transaction is recorded in the database. This information doesn't change when you edit the person profile or reassign a sponsor. You can, however, edit the transaction description from the Profile Transaction screen.
  • Click the payment icon to open the Profile Transaction
  • Click View to see the description
  • Click Edit to edit the information
  • Then click Save.

This will update this information in Profile Transactions and in FundEasy Invoices and Receipts.

Feedback and Knowledge Base