Add enhanced data to a transaction

Yi-Chen Teh
2026-04-24T10:51:33Z

After you run a sale, you can add enhanced data to the transaction at any time before it settles. Use one of the following methods:

Add enhanced data from the receipt page.

Add enhanced data to an open-batch transaction.

Add enhanced data from the receipt page

1. Log in to https://payments.payroc.com/merchant/selfcare/.

2. From the navigation menu, select Virtual Terminal, and then select Sale.

3. Run a sale.

4. On the transaction receipt page, select the Add Enhanced Data tab.

5. (Optional) From the Enhanced Data Template dropdown menu, select an existing enhanced data template.

6. (Optional) In the Customer Information section, enter the customer reference number and the shipping address.

7. In the Items section, select ADD for each line item, and then enter the line-item information. Be aware of the following:

Description — Enter a specific description for the item. Don't send a generic description, for example, "MISC" or "N/A".

Tax Rate — Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location.

8. (Optional) Complete the following sections:

Sales Discount

Sales Tax

Transaction Summary

9. Select SAVE.

Add enhanced data to an open-batch transaction

1. Log in to https://payments.payroc.com/merchant/selfcare/.

2. From the navigation menu, select Reporting, and then select Open Batch.

3. Select the All Transactions tab, and then search for the transaction that you want to add enhanced data to.

4. From the Action dropdown menu, select ..., and then select Add Enhanced Data.

5. (Optional) From the Enhanced Data Template dropdown menu, select an existing enhanced data template.

6. (Optional) In the Customer Information section, enter the customer reference number and the shipping address.

7. In the Items section, select ADD for each line item.

8. Enter the line-item information. Be aware of the following:

Description — Enter a specific description for the item. Don't send a generic description, for example, "MISC" or "N/A".

Tax Rate — Enter the tax rate for the item. If you are shipping an item to the cardholder, use the tax rate at the cardholder's location. If you aren't shipping the item, use the tax rate at your merchant location.

9. (Optional) Complete the following sections:

Sales Discount

Sales Tax

Transaction Summary

10. Select SAVE.