Once the charge is created, you can change what shows on the invoice.


IMPORTANT: Do not change the charge name on the top. That needs to stay the same. It must read "ShipLeap Tracking". You will only change the name on the bottom of the charge definition.


1. On the main menu panel on the left, click on Charge Definitions and select the ShipLeap Tracking charge you defined.



2. Using the image above as a guide, click on the blue tab on the right/bottom.

 

3. Under the Preset Info, change the name to the one you want to appear on the invoice. Again, do NOT change the charge name that says ShipLeap Tracking on the top. Only change the name under Preset Info.


4. Confirm that the show notes icon is switched to on.


5. Close the tab on the bottom right and click Save.


 

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LEGACY (Discontinued in 5.0)


1. Go to Pricing > Charge Definitions...




2. Do not change what the charge says on the screen below. Click on Preset Info button.

3. Change the text on the screen below. This text will show on the invoice going forward.



4. Hit "OK" and hit "Save" on the next window to create the charge.