Difference between revisions of "Clients:Transactions Tab"
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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]]'''. | ||
| − | + | '''Records to Display per Page''' 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 in the list. Click the table headings to change the sorting order. | |
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====Add New Transaction==== | ====Add New Transaction==== | ||
Revision as of 20:42, 19 April 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.
Records to Display per Page in the General tab at Configuration () > System Settings > General Settings or, prior to WHMCS 8.0, Setup > General Settings, determines the number of transactions in the list. 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.