How To View Notes & Receipts of Transactions

To view the notes or receipts an employee added to a transaction made with a CleverCard Business Card:

  1. Go to the CleverCards Business Portal
  2. Log in using your email address and secure password
  3. Navigate to 'Cards'
  4. Select the card you want to view the transactions for and click 'View Details'
  5. Navigate to 'Note' and 'Receipt'
  6. Hover over 'Notes' to read the full notes of the transaction
  7. Click on the icon of the 'Receipt' to view the receipt attached by your employee

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