Docs for all releases
Page History
...
This section allows a user to perform and trace all the financial operations regarding the client's/reseller's balances. The section offers an overview of every single transaction performed in the system regardless of whether it's payment or charge and provides a wide variety of functionality for transactions management. Since the transactions section is a key tool for managing client's/reseller's balances, it's inseparable from the following sections of the system: Clients, Invoices, Resellers, etc.
Transaction charges will be created according to the configurations of Tax Profiles, Rate Tables (including tax or not) and the next parameters:
...
Screenshot: Transactions section main window
| Column Name | Description |
|---|---|
| ID | A payment Payment through an ID number |
| Payment Account | Shows a respective payment account, related to a performed payment or a respective charge type, such as calls, products, extra charges (each type has a visual representation in a form of a respective icon) |
| Client/Reseller | Displays the name of a client or reseller that was engaged in payment operation |
| Client ID | Customer's identity |
| Amount | The respective payment operation sum |
| Taxes | An amount of taxes |
| Description | Comments about a respective payment |
| Transaction Date | Displays a respective payment date, related to a performed payment |
| Author | Name of the user who performed the latest transaction (regardless whether it's a payment or a charge) |
...
| Field name | Description | |||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Client | Indicate a target client | |||||||||||
| Type | Specify a type of transaction.For incoming transactions, select Paymentoperation type, for outgoing – select Charge. | |||||||||||
| Payment Account | Choose a respective account from the drop-down list of all available payment accounts. For charge type, you can select:
| |||||||||||
| Amount | Insert an amount of the transaction, which can be positive or negative:
If your transaction type is Charge, you can choose whether a specified amount includes a tax or not by choosing a respective value in the drop-down list:
The tax rate is based on the tax profile of the client's reseller. | |||||||||||
| Transaction Date | Indicate the actual date of the transaction in a date picker | |||||||||||
| Description | Notes for a new transaction | |||||||||||
| System Info | Here you can add system information for transactions. Also, it's possible to add a variable in the invoices templates. Then, the variable will show this info for extra charges. | |||||||||||
| Status | Define the state of the transaction:
|
...
Overview
Content Tools