Difference between revisions of "Clients:Transactions Tab"
| (2 intermediate revisions by the same user not shown) | |||
| Line 3: | Line 3: | ||
[[File:client_trans.png|thumb|Client Transactions Tab]] | [[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 | + | The '''Transactions''' tab contains summary statistics of the transactions made by this client along with a paginated list of all their transactions and options to create and manage transactions. |
You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''. | ||
| − | + | ==Transactions List== | |
| + | The paginated list displays all of the client's transactions. | ||
| + | |||
| + | * Click the table headings to change the sorting order. | ||
| + | * Click the invoice number under '''Description''' to view the associated invoice. | ||
| + | * Click the edit icon to edit the transaction. | ||
| + | * Click the red delete icon to delete the transaction. | ||
| + | |||
| + | The '''Records to Display per Page''' setting in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''' determines the number of transactions per page. | ||
====Add New Transaction==== | ====Add New Transaction==== | ||
Latest revision as of 20:45, 13 May 2022
The Transactions tab contains summary statistics of the transactions made by this client along with a paginated list of all their transactions and options to create and manage transactions.
You can access this tab when you view a client's profile at Clients > View/Search Clients.
Transactions List
The paginated list displays all of the client's transactions.
- Click the table headings to change the sorting order.
- Click the invoice number under Description to view the associated invoice.
- Click the edit icon to edit the transaction.
- Click the red delete icon to delete the transaction.
The Records to Display per Page setting in the General tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings determines the number of transactions per page.
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.