1

Go to the Card File command centre and click Cards List. The Cards List window appears.

2

Locate the supplier you pay electronically and click Edit. The Card Information window appears.

3

Click the Payment Details tab.

4

5

In the Statement Text field, type the text you want to appear on your supplier’s bank statements. For example, you may want the text ‘monthly rent’ to be shown on your real estate agent’s bank statement since this will be a recurring transaction each month.

6

Click Refund Details and enter the payment method by which the supplier refunds you and click OK. The Card Information window appears.

7

Click OK to return to the Cards List window.

8

Repeat from step 2 for each supplier you pay electronically.