The Transactions tab is accessed via the Clients > View/Search Clients page, select a client, then click the tab marked "Transactions". It contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record a new transaction. The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.
Add New Transaction
Clicking the Add New Transaction link will record a new transaction against this client's account.
|Date||Enter the date of the transaction|
|Description||Enter a description for this transaction (required if no Invoice ID specified)|
|Transaction ID||Enter a transaction ID if relevant to the transaction|
|Invoice ID||Enter an invoice ID to apply the transaction against (required if no description entered - single Invoice ID value only)|
|Payment Method||Select the payment method this transaction was received by|
|Amount In||Enter the amount that was received (no currency symbols)|
|Fees||Enter the amount that the payment gateway charged for this transaction|
|Amount Out||Enter the amount that was sent to the customer (for refund transactions)|
|Credit||Check this box to apply the transaction against the client's credit balance (requires a description entered)|