Save transaction descriptions

Invoice profiles

To save a transaction description while working in the Invoice profiles object bar:

  1. Click OK in the Transaction description dialog after adding or editing a transaction description.
  2. If you are adding the transaction description, type a name for it and click OK.
  3. If the invoice profile is open, right-click the invoice profile and click Save or Close.

Transaction descriptions

To save a transaction description while working in the Transaction descriptions object bar:

  1. Click OK in the Transaction description dialog after adding or editing a transaction description.
  2. If you are adding the transaction description, type a name for it and click OK.