Difference between revisions of "Clients:Transactions Tab"
(DOCS-6423: Clarify Documentation on Adding Transaction) |
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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. | ||
| − | + | ||
| + | ====Add New Transaction==== | ||
| + | Clicking the '''Add New Transaction''' link will record a new transaction against this client's account. | ||
| + | {|class="table table-striped" | ||
| + | |- | ||
| + | | '''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) | ||
| + | |} | ||
| + | |||
| + | |||
| + | <div class="docs-alert-info"> | ||
| + | <strong>Did You Know?</strong> | ||
| + | <p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices? To find out more check out the [[Transactions#Adding_a_Manual_Transaction|Adding a Manual Transaction]] section of our [[Transactions#|Transactions]] page. | ||
| + | </p> | ||
| + | </div> | ||
Revision as of 13:40, 28 March 2016
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) |
Did You Know?
WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices? To find out more check out the Adding a Manual Transaction section of our Transactions page.