How can I annotate a transaction?

You can add your own notes for any transaction in BetterUnite. 

• Click on Giving -> Transactions. 

• Click on View next to the transaction you'd like to annotate. 

• Click on Action and you will see the options to add a Public Note or an Internal Note. 
• An Internal Note can only be seen by administrators on the backend. 
• A Public Note can be seen by the public if the campaign has the setting set to show public notes.  (You can find this setting on the Edit Event page)

Need Additional Help?

We're here to assist you in any way we can. Don't hesitate to reach out to support@betterunite.com

Let's go do some good.