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Screenshot: New transaction settings
Field name | Description | |||||||||||
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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:
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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. | |||||||||||
Send payment confirmation checkbox | Tick to send a notification about this transaction to Client's Billing Email | |||||||||||
Transaction Date | Indicate the actual date of the transaction in a date picker | |||||||||||
Description | Notes for a new transaction | |||||||||||
Status | Define the state of the transaction:
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Panel | ||||||
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When a customer has 2 calls (with and without taxes) for the same hour, two charges will be listed in the transactions: one charge with taxes and a second one - without taxes. In case you change one of the parameters listed above and the rerating is done, you might have additional transactions. If you see a transaction with a tax represented as a dash (−), it means that all taxes were included in rate tables. When the Reseller owns a payment account, transactions for this account can be created for Clients and Sub-Resellers belonging to this Reseller. However, transactions of this Reseller (owner of the account) cannot be assigned to this payment account. |
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