Difference between revisions of "Clients:Transactions Tab"
From WHMCS Documentation
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{{Client Management}} | {{Client Management}} | ||
| + | [[File:client_trans.png|thumb|Client Transactions Tab]] | ||
| − | + | The '''Transactions''' tab 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 | + | |
| + | You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | ||
| − | The number of entries per page is determined under | + | The number of entries per page is determined under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''. Click the table headings to change the sorting order. |
====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. | ||
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{|class="table table-striped" | {|class="table table-striped" | ||
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<div class="docs-alert-info"> | <div class="docs-alert-info"> | ||
| − | + | <p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices. For more information, see [[Transactions#Adding_a_Manual_Transaction|Adding a Manual Transaction]]. | |
| − | <p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices | ||
</p> | </p> | ||
</div> | </div> | ||
Revision as of 21:21, 1 March 2022
The Transactions tab 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.
You can access this tab when you view a client's profile at Clients > View/Search Clients.
The number of entries per page is determined under Configuration () > System Settings > 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) |
WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices. For more information, see Adding a Manual Transaction.