If you're using the 'notes' section of the purchase process to record notes for your client transactions (check numbers, tracking cash purchases, or need to update when a client paid), you can edit the notes on the Sales Report.
First, head to the Sales Report By Transaction section, and click on a note in the 'Funding Source' column pertaining to the purchase you want to update.
Clicking on the note brings up a popup to edit or change the note. Click Save and your note is updated!
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org