Difference between revisions of "Clients:Transactions Tab"
From WHMCS Documentation
(Created page with "thumb|Client Transactions Tab The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab...") |
(No difference)
|
Revision as of 14:38, 4 December 2014
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.
The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.
Click the Add New Transaction link to 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.