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