Difference between revisions of "Clients:Transactions Tab"
(DOCS-6423: Clarify Documentation on Adding Transaction) |
(DOCS-6834) |
||
| Line 1: | Line 1: | ||
| − | + | {{Client Management}} | |
| Line 9: | Line 9: | ||
====Add New Transaction==== | ====Add New Transaction==== | ||
| − | Clicking the '''Add New Transaction''' link will record a new transaction against this client's account. | + | Clicking the '''Add New Transaction''' link will record a new transaction against this client's account. |
{|class="table table-striped" | {|class="table table-striped" | ||
|- | |- | ||
| Line 43: | Line 43: | ||
<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
<strong>Did You Know?</strong> | <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? | + | <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> | </p> | ||
</div> | </div> | ||
Revision as of 16:52, 30 October 2019
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.