Page Comparison

Overview

Transactions are debits and credits that impact the account balance and get issued to invoices. From this screen you can view, add, delete and reverse transactions on the selected account. You can also edit the details of transactions that have not yet been billed.

Payments are not shown on the transaction screen. To view and make payments see the Account / Billing / Payments screen.

Transactions Panel

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The information in this panel reflects the currently selected transaction. From here you can view and modify transaction details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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This tab will appear for billed transactions and indicate if any discounts were applied to the transaction amount.

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Adding Transactions

1. Under the Transactions heading on the left click the  icon

2. Under the Add Transaction heading on the right enter the transactions details

3. Click Save when finished

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Editing Transactions

1. Under the Transactions heading on the left click the transaction you wish to edit

2. Under the Edit Transaction heading on the right modify the transaction details

3. Click Save when finished making changes

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Reversing Transactions

1. Under the Transactions heading on the left select the transaction you wish to reverse

2. Under the same Transactions heading click the  icon

3. Confirm that you wish to reverse the transaction

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Deleting Transactions

1. Under the Transactions heading on the left select the transaction you wish to delete

2. Under the same Transaction heading click the  icon

3. On the confirmation dialog that appears select Yes