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Account Transactions are viewed in Account / Billing / Transactions |
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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.
Reversals tab
This tab will list reversals applied to the transaction. Multiple reversals may be listed here if the transaction was partially reversed more than once. If the reversal has not yet been billed then you will be able to delete it on this tab.
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Guides
Adding Transactions
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Note: Transactions which have not been issued to an invoice cannot be reversed. Non-issued transactions can be deleted however (see the Deleting Transactions instructions).guide below). |
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Note: Real-time usage charges cannot be reversed. |
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Note: Some transactions can be partially reversed if desired, however transactions cannot be partially reversed if:
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Under the Transactions heading on the left select the transaction you wish to reverse
Under the same Transactions heading click the
iconConfirm that Adjust the Date, Posting Date and Detail if desired
Adjust the Amount if you wish to only partially reverse the transaction (note this cannot be done on all accounts and for all transactions, see notes above)
Click Reverse to add the reversal to the transaction
The reversal and its amount will now appear on the Reversals tab when you select the transaction and click on that tab. The new reversal transaction will not be taxed until it is billed. The original transaction amount shown in the list of transactions on the left hand side will not be modified.
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Adding Tax Adjustments
Tax Adjustments allow zero dollar transactions to be created with a user defined tax amount. This feature allows tax corrections to be made if previous charges or credits that were incorrectly assessed. Both positive and negative tax adjustments can be made. Like other transactions, tax adjustments can be viewed on the Transactions screen and reversed.
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