JeraSoft Documentation Portal
Docs for all releases
Screenshot: New transaction settings
|Client||Indicate a target client|
Specify a type of transaction.For incoming transactions, select Paymentoperation type, for outgoing – select Charge.
Choose a respective account from the drop-down list of all available payment accounts. For charge type, you can select:
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.|
Define the state of the transaction: