Description: Easily create a new transaction from an existing one to add charges or tips without re-entering card details. The Clone Transaction feature streamlines transaction management and ensures accuracy.
Overview
The Clone Transaction feature allows users to quickly create a new transaction based on an existing one. This is especially useful for adding charges, tips, or fees without manually entering card information again.
Clone a Transaction
- Locate the original transaction for the credit card you want to charge.
- Open the transaction details page.
- Select the Clone Transaction button.
- Enter the primary amount or tip/fee you wish to add.
- Verify that all customer details are accurate.
- Add notes if needed.
- Select Submit to process the cloned transaction.
- Optionally, share a receipt of this charge via email.
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