Adding a Transaction Example

Summary

This example will guide you through how to add a transaction to an account.

For additional details on the fields presented on the Transactions screens see the Account Transactions Screen guide.

Prerequisites

• You can add transactions after you have created an account

Sample Configuration

1. Log into the LogiSense Billing application

2. In the search area at the top of the page, set the Search Filter to Account and then enter the name of the account you want to add a transaction to. Select it from the list and then click the arrow button to go to the accounts overview page

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3. Under the Account menu, click on Billing then on the Transactions icon

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4. Click the button to add a new transaction

    

5. Fill out the required fields (marked with the red left border), and then click the Save button. You will notice the account balance increase by the amount of your transaction. The transaction will be added to the new invoice the next time you bill the account

    

Result

Your transaction will show in the Transactions list

If you want to delete a transaction, click the button. You can only delete transactions that have not been attached to an invoice (which happens when the account is billed).

If you have billed the account and the transaction is now attached to an invoice but you want it removed, you can click the button to reverse it.

On the Confirm Reversal screen you can change the date/posting date and add details if you wish to change the default values. Once confirmed, click the Reverse button.

You will notice the account balance decrease by the amount of the reversed transaction and you will see the reversal in the Transactions list.