Clients:Transactions Tab - Revision history

SarahK at 20:45, 13 May 2022

2022-05-13T20:45:22Z

SarahK at 19:34, 13 May 2022

2022-05-13T19:34:36Z

SarahK at 20:42, 19 April 2022

2022-04-19T20:42:49Z

SarahK at 21:21, 1 March 2022

2022-03-01T21:21:58Z

PeterB: DOCS-6834

2019-10-30T16:52:04Z

DOCS-6834

Steven.Mueller: DOCS-6423: Clarify Documentation on Adding Transaction

2016-03-28T13:40:33Z

DOCS-6423: Clarify Documentation on Adding Transaction

John at 14:22, 5 December 2014

2014-12-05T14:22:41Z

John at 15:08, 4 December 2014

2014-12-04T15:08:10Z

John: Created page with "Client Transactions Tab The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab..."

2014-12-04T14:38:54Z

Created page with "thumb|Client Transactions Tab The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab..."

New page

[[File:client_trans.png|thumb|Client Transactions Tab]]
The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Transactions". It contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a button to create new quote.

The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.

Click the '''Add New Transaction''' link to [[Transactions#Adding_a_Manual_Transaction|record a new transaction]] against this client's account. This would usually be used if the client had made a payment through an payment method not connected to your WHMCS installation.

@@ Line 3: / Line 3: @@
 [[File:client_trans.png|thumb|Client Transactions Tab]]
-The '''Transactions''' tab contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record a new transaction.
+The '''Transactions''' tab contains summary statistics of the transactions made by this client along with a paginated list of all their transactions and options to create and manage transactions.
 You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.

@@ Line 7: / Line 7: @@
 You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
-'''Records to Display per Page''' in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', determines the number of transactions in the list. Click the table headings to change the sorting order.
+==Transactions List==
 ====Add New Transaction====

@@ Line 7: / Line 7: @@
 You can access this tab when you view a client's profile at '''Clients > [[Client Management|View/Search Clients]]'''.
-The number of entries per page is determined under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''. Click the table headings to change the sorting order.
+'''Records to Display per Page''' in the '''[[General Tab|General]]''' tab at '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > General Settings''' or, prior to WHMCS 8.0, '''Setup > General Settings''', determines the number of transactions in the list. Click the table headings to change the sorting order.
 ====Add New Transaction====

@@ Line 1: / Line 1: @@
 {{Client Management}}
-[[File:client_trans.png|thumb|Client Transactions Tab]]
+The '''Transactions''' tab contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record a new transaction.
-The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Transactions". It contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a link to record a new transaction.
-The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.
+The number of entries per page is determined under '''Configuration (<i class="fa fa-wrench" aria-hidden="true"></i>) > System Settings > [[General Settings]]'''. Click the table headings to change the sorting order.
 ====Add New Transaction====
 Clicking the '''Add New Transaction''' link will record a new transaction against this client's account.
 {|class="table table-striped"
 |-
@@ Line 42: / Line 46: @@
 <div class="docs-alert-info">
-<strong>Did You Know?</strong>
+<p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices. For more information, see [[Transactions#Adding_a_Manual_Transaction|Adding a Manual Transaction]].
 </p>
 </div>

@@ Line 1: / Line 1: @@
-<br/><br/>{{Client Management}}
+{{Client Management}}
@@ Line 9: / Line 9: @@
 ====Add New Transaction====
 Clicking the '''Add New Transaction''' link will record a new transaction against this client's account.
 {|class="table table-striped"
 |-
@@ Line 43: / Line 43: @@
 <div class="docs-alert-info">
 <strong>Did You Know?</strong>
-<p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices?  To find out more check out the [[Transactions#Adding_a_Manual_Transaction|Adding a Manual Transaction]] section of our [[Transactions#|Transactions]] page.
+<p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices? To find out more check out the [[Transactions#Adding_a_Manual_Transaction|Adding a Manual Transaction]] section of our [[Transactions#|Transactions]] page.
 </p>
 </div>

← Older revision		Revision as of 13:40, 28 March 2016
Line 7:		Line 7:
	The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.		The number of entries per page is determined under Setup > General Settings. Click the table headings to change the sorting order.

−	~~Click~~ the '''Add New Transaction''' link ~~to [[Transactions#Adding_a_Manual_Transaction\|~~record a new transaction]] against this client's account. ~~This would usually be used~~ if the ~~client had made a payment through~~ an payment method ~~not connected~~ to ~~your~~ WHMCS ~~installation~~.	+
		+	====Add New Transaction====
		+	Clicking the '''Add New Transaction''' link will record a new transaction against this client's account.
		+	{\|class="table table-striped"
		+	\|-
		+	\| '''Date'''
		+	\| Enter the date of the transaction
		+	\|-
		+	\| '''Description'''
		+	\| Enter a description for this transaction (required if no Invoice ID specified)
		+	\|-
		+	\| '''Transaction ID'''
		+	\| Enter a transaction ID if relevant to the transaction
		+	\|-
		+	\| '''Invoice ID'''
		+	\| Enter an invoice ID to apply the transaction against (required if no description entered - single Invoice ID value only)
		+	\|-
		+	\| '''Payment Method'''
		+	\| Select the payment method this transaction was received by
		+	\|-
		+	\| '''Amount In'''
		+	\| Enter the amount that was received (no currency symbols)
		+	\|-
		+	\| '''Fees'''
		+	\| Enter the amount that the payment gateway charged for this transaction
		+	\|-
		+	\| '''Amount Out'''
		+	\| Enter the amount that was sent to the customer (for refund transactions)
		+	\|-
		+	\| '''Credit'''
		+	\| Check this box to apply the transaction against the client's credit balance (requires a description entered)
		+	\|}
		+
		+
		+	<div class="docs-alert-info">
		+	<strong>Did You Know?</strong>
		+	<p>WHMCS provides an easy interface to add transactions for clients, including a way to apply a transaction across many invoices? To find out more check out the [[Transactions#Adding_a_Manual_Transaction\|Adding a Manual Transaction]] section of our [[Transactions#\|Transactions]] page.
		+	</p>
		+	</div>

← Older revision		Revision as of 15:08, 4 December 2014
Line 1:		Line 1:
		+	<br/><br/>{{Client Management}}
		+
		+
	[[File:client_trans.png\|thumb\|Client Transactions Tab]]		[[File:client_trans.png\|thumb\|Client Transactions Tab]]
	The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Transactions". It contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a button to create new quote.		The Transactions tab is accessed via the '''Clients > View/Search Clients''' page, select a client, then click the tab marked "Transactions". It contains summary statistics of the transactions made by this client along with a paginated list of all their transactions, icons to edit or delete an existing quote and a button to create new quote.