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Merchant reference on your Carbon Mobile

By February 23, 2021Uncategorized
Last updated: 23 February 2021

This article is about the Carbon Mobile 5 without a printer. Click here if your Carbon Mobile 5 has a printer.

 

You can add a custom reference to your transactions. The reference is searchable in your order history, using Advanced Search to look up transactions from the last 6 months. Learn more about Advanced Search here.

To add a merchant reference:

Tap the ‘Add reference’ icon once you’ve entered the transaction amount, before you tap ‘Purchase’ or ‘Other’.

You can then use that reference to search for the transaction in your Order History. The reference will show

 

How can I use merchant reference?

You can either use a unique value if you would like to be able to find a particular transaction in a hurry or use any value that would be useful for grouping transactions. For example, you could add:

  • your customers’ last names
  • customer loyalty numbers
  • the salespersons name
  • services offered
  • invoice or order numbers
  • tab numbers

 

 

Helpful links: