Difference between revisions of "Clients:Transactions Tab"
From WHMCS Documentation
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[[File:client_trans.png|thumb|Client Transactions Tab]] | [[File:client_trans.png|thumb|Client Transactions Tab]] | ||
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 button to create new quote. | 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 button to create new quote. | ||
Revision as of 15:08, 4 December 2014
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 button to create new quote.
The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.
Click the Add New Transaction link to record a new transaction against this client's account. This would usually be used if the client had made a payment through an payment method not connected to your WHMCS installation.