
🧾 How to Modify Payment Details
You can update payment details — such as amount, payment mode, payment date, and notes — from the Completed Transactions list.
Follow these steps:
- 🏠 Navigate to the Homepage, and under Quick Actions, click on “Completed Transactions.”
- Hover your cursor over the transaction you want to edit.
- Click the three-dot (⋮) icon and choose “Edit” from the dropdown menu.
- Make the necessary changes to the transaction details.
- Click on “ADD” to save your changes.
⚠️ Note:
If you reduce the amount, the remaining balance will automatically be shown as a pending amount.