Difference between revisions of "Clients:Transactions Tab"

From WHMCS Documentation
 
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<br/><br/>{{Client Management}}
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{{Client Management}}
  
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[[File:client_trans.png|thumb|Client Transactions Tab]]
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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.
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You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
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==Transactions List==
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The paginated list displays all of the client's transactions.
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* Click the table headings to change the sorting order.
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* Click the invoice number under '''Description''' to view the associated invoice.
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* Click the edit icon to edit the transaction.
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* Click the red delete icon to delete the transaction.
  
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[[File:client_trans.png|thumb|Client Transactions Tab]]
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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.
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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 button to create new quote.
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====Add New Transaction====
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Clicking the '''Add New Transaction''' link will record a new transaction against this client's account.
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{|class="table table-striped"
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|-
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| '''Date'''
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| Enter the date of the transaction
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|-
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| '''Description'''
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| Enter a description for this transaction (required if no Invoice ID specified)
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|-
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| '''Transaction ID'''
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| Enter a transaction ID if relevant to the transaction
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|-
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| '''Invoice ID'''
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| Enter an invoice ID to apply the transaction against (required if no description entered - single Invoice ID value only)
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|-
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| '''Payment Method'''
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| Select the payment method this transaction was received by
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|-
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| '''Amount In'''
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| Enter the amount that was received (no currency symbols)
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|-
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| '''Fees'''
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| Enter the amount that the payment gateway charged for this transaction
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|-
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| '''Amount Out'''
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| Enter the amount that was sent to the customer (for refund transactions)
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|-
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| '''Credit'''
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| Check this box to apply the transaction against the client's credit balance (requires a description entered)
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|}
  
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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.
 
  
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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.
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<div class="docs-alert-info">
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<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]].
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</p>
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</div>

Latest revision as of 20:45, 13 May 2022

Client Management
Summary Tab | Profile Tab | Users Tab | Contacts Tab | Products/Services Tab | Domains Tab
Billable Items Tab | Invoices Tab | Quotes Tab | Transactions Tab | Tickets Tab | Emails Tab | Notes Tab | Log Tab |


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 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.

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