How to Add Customer or Department Codes

To add a 'Customer Code' or 'Department Code' to transactions made with your CleverCards Business Cards:

  1. Log in to the CleverCards app.
  2. Click the 'Business' tab at the bottom of the screen to view all your Business Cards.
  3. Select the Business Card to which you want to add the account code.
  4. Select the transaction you wish to add the account code to.
  5. Choose between 'Customer Code' or 'Department Code'.
  6. Choose a code from the list or search for the code and select it.

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