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Ability to 'send back to client for more info' on a transaction

Feature Requests
I want to be able to select a transaction, check it, and then choose a 'send back to client' option from a dropdown. This should make the transaction reappear on the client's dashboard for them to provide more information, even if they have previously interacted with it. The current method of adding a message to an updated transaction does not achieve this specific 'send back' functionality.
Posted by Roger Knick ·
Status: Completed1 comment

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Comments1

  • Brandon Bruce

    Team•

    Nov 21, 2025

    Hi Roger. Yes, you can do exactly as you described. Select the transaction (checkbox on the left) and choose “Send back to client” in the Action drop down menu on the top left of the dashboard. 😺