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 | + | 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. | 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 [[Transactions#Adding_a_Manual_Transaction|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. | Click the '''Add New Transaction''' link to [[Transactions#Adding_a_Manual_Transaction|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. | ||
Revision as of 14:22, 5 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 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.
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.