How to Update Payment Method on a Transaction Record in RepairDesk

How to Update Payment Method on a Transaction Record in RepairDesk

Sometimes you mistakenly record a transaction as the wrong payment method, like marking a card payment as cash at checkout. If it's not fixed, your reporting and reconciliation can end up inaccurate.

RepairDesk lets you fix that directly from the transaction record. Just open the invoice's payment history, select the correct payment method, such as changing cash to offline credit card or check. The change is saved against the transaction so your payment records and reports stay accurate.

Video Guide:

In this guide, you'll learn how to update the payment method on a recorded transaction.