Difference between revisions of "Payment Gateway Balances and Transactions"

Latest revision as of 20:29, 27 April 2022

WHMCS 8.2 introduced the ability to view payment gateway balances in the transactions list within the WHMCS Admin Area. Having this information at your fingertips will let you check your financial details sooner and stay aware of trends and changes.

WHMCS
In WHMCS 8.2, we also introduced an Admin Area dashboard widget to display Stripe balances. For more information, see Stripe Balance Widget.

For Developers
Developers can use a module function to display balance information from other payment gateways. For more information, see our Developer Documentation.

Transactions

In the list of transactions at Billing > Transactions, you can view balances for some payment gateways. Currently, that includes native support for Stripe and PayPal Basic.

The displayed balances remain in the cache for a specific amount of time and will then automatically refresh. You can also manually refresh them.

When you click on a transaction in this list, additional information will display for that transaction.

Required Admin Role

Balances display by default for admins who possess the Full Administrator role. To make this information available to other admins, assign the View Gateway Balances permission to the desired role.

For more information, see Administrators and Permissions.

@@ Line 21: / Line 21: @@
 ==Required Admin Role==
-Balances display by default for admins who possess the '''Full Administrator''' role. To make this information available to other admins, assign the '''View Gateway Balances''' permission to the desired role.
+Balances display by default for admins who possess the '''[[Administrator Roles|Full Administrator]]''' role. To make this information available to other admins, assign the '''View Gateway Balances''' permission to the desired role.
 For more information, see [[Administrators and Permissions]].