http://3.19.219.109/index.php?action=history&feed=atom&title=Payment_Gateway_Balances_and_Transactions
Payment Gateway Balances and Transactions - Revision history
2026-04-13T15:50:14Z
Revision history for this page on the wiki
MediaWiki 1.29.1
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=32467&oldid=prev
SarahK: /* Required Admin Role */
2022-04-27T20:29:25Z
<p><span dir="auto"><span class="autocomment">Required Admin Role</span></span></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 20:29, 27 April 2022</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l21" >Line 21:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>==Required Admin Role==</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>==Required Admin Role==</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>Balances display by default for admins who possess the '''Full Administrator''' role. To make this information available to other admins, assign the '''View Gateway Balances''' permission to the desired role.</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>Balances display by default for admins who possess the '''<ins class="diffchange diffchange-inline">[[Administrator Roles|</ins>Full Administrator<ins class="diffchange diffchange-inline">]]</ins>''' role. To make this information available to other admins, assign the '''View Gateway Balances''' permission to the desired role.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>For more information, see [[Administrators and Permissions]].</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>For more information, see [[Administrators and Permissions]].</div></td></tr>
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SarahK
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=32466&oldid=prev
SarahK: /* Transactions */
2022-04-27T20:29:08Z
<p><span dir="auto"><span class="autocomment">Transactions</span></span></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">← Older revision</td>
<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 20:29, 27 April 2022</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l13" >Line 13:</td>
<td colspan="2" class="diff-lineno">Line 13:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>==Transactions==</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>==Transactions==</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>In the list of transactions at '''Billing > Transactions''', you can view balances for some payment gateways. Currently, that includes native support for Stripe and PayPal Basic.</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>In the list of transactions at '''Billing > <ins class="diffchange diffchange-inline">[[</ins>Transactions<ins class="diffchange diffchange-inline">]]</ins>''', you can view balances for some payment gateways. Currently, that includes native support for Stripe and PayPal Basic.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>The displayed balances remain in the cache for a specific amount of time and will then automatically refresh. You can also manually refresh them.</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>The displayed balances remain in the cache for a specific amount of time and will then automatically refresh. You can also manually refresh them.</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>When you click on a transaction in this list, additional information will display for that transaction.</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>When you click on a transaction in this list, additional information will display for that transaction.</div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div><del class="diffchange diffchange-inline"> </del></div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div> </div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>==Required Admin Role==</div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>==Required Admin Role==</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div>   </div></td></tr>
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SarahK
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=30234&oldid=prev
SarahK at 16:48, 13 May 2021
2021-05-13T16:48:27Z
<p></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 16:48, 13 May 2021</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l8" >Line 8:</td>
<td colspan="2" class="diff-lineno">Line 8:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><div class="docs-alert-warning"></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><div class="docs-alert-warning"></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our <del class="diffchange diffchange-inline">[</del>[https://developers.whmcs.com/payment-gateways/displaying-balances Developer Documentation<del class="diffchange diffchange-inline">]</del>].</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [https://developers.whmcs.com/payment-gateways/displaying-balances Developer Documentation].</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div></div></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div></div></div></td></tr>
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SarahK
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=30233&oldid=prev
SarahK at 16:48, 13 May 2021
2021-05-13T16:48:16Z
<p></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 16:48, 13 May 2021</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l8" >Line 8:</td>
<td colspan="2" class="diff-lineno">Line 8:</td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><div class="docs-alert-warning"></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><div class="docs-alert-warning"></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [[https://developers.whmcs.com/payment-gateways/displaying-balances<del class="diffchange diffchange-inline">|</del>Developer Documentation]].</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [[https://developers.whmcs.com/payment-gateways/displaying-balances Developer Documentation]].</div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div></div></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div></div></div></td></tr>
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SarahK
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=30232&oldid=prev
SarahK at 16:48, 13 May 2021
2021-05-13T16:48:03Z
<p></p>
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 16:48, 13 May 2021</td>
</tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l8" >Line 8:</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [[<del class="diffchange diffchange-inline">Developer Documentation|</del>https://developers.whmcs.com/payment-gateways/displaying-balances]].</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [[https://developers.whmcs.com/payment-gateways/displaying-balances<ins class="diffchange diffchange-inline">|Developer Documentation</ins>]].</div></td></tr>
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SarahK
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=30231&oldid=prev
SarahK at 16:47, 13 May 2021
2021-05-13T16:47:45Z
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<td colspan='2' style="background-color: white; color:black; text-align: center;">Revision as of 16:47, 13 May 2021</td>
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<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><div class="docs-alert-warning"></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><div class="docs-alert-warning"></div></td></tr>
<tr><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td><td class='diff-marker'> </td><td style="background-color: #f9f9f9; color: #333333; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #e6e6e6; vertical-align: top; white-space: pre-wrap;"><div><span class="title">For Developers</span><br /></div></td></tr>
<tr><td class='diff-marker'>−</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [[Developer Documentation| <del class="diffchange diffchange-inline">URL GOES HERE</del>]].</div></td><td class='diff-marker'>+</td><td style="color:black; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>Developers can use a module function to display balance information from other payment gateways. For more information, see our [[Developer Documentation|<ins class="diffchange diffchange-inline">https://developers.whmcs.com/payment-gateways/displaying-balances</ins>]].</div></td></tr>
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SarahK
http://3.19.219.109/index.php?title=Payment_Gateway_Balances_and_Transactions&diff=30230&oldid=prev
SarahK: Created page with "WHMCS 8.2 introduced the ability to view payment gateway balances in the transactions list within the WHMCS Admin Area. Having this information at your fingertips will let you..."
2021-05-13T16:46:44Z
<p>Created page with "WHMCS 8.2 introduced the ability to view payment gateway balances in the transactions list within the WHMCS Admin Area. Having this information at your fingertips will let you..."</p>
<p><b>New page</b></p><div>WHMCS 8.2 introduced the ability to view payment gateway balances in the transactions list within the WHMCS Admin Area. Having this information at your fingertips will let you check your financial details sooner and stay aware of trends and changes.<br />
<br />
<div class="docs-alert-success"><br />
<span class="title">WHMCS</span><br /><br />
In WHMCS 8.2, we also introduced an Admin Area dashboard widget to display Stripe balances. For more information, see [[Stripe Balance Widget]].<br />
</div><br />
<br />
<div class="docs-alert-warning"><br />
<span class="title">For Developers</span><br /><br />
Developers can use a module function to display balance information from other payment gateways. For more information, see our [[Developer Documentation| URL GOES HERE]].<br />
</div><br />
<br />
==Transactions==<br />
<br />
In the list of transactions at '''Billing > Transactions''', you can view balances for some payment gateways. Currently, that includes native support for Stripe and PayPal Basic.<br />
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The displayed balances remain in the cache for a specific amount of time and will then automatically refresh. You can also manually refresh them.<br />
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When you click on a transaction in this list, additional information will display for that transaction.<br />
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==Required Admin Role==<br />
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Balances display by default for admins who possess the '''Full Administrator''' role. To make this information available to other admins, assign the '''View Gateway Balances''' permission to the desired role.<br />
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For more information, see [[Administrators and Permissions]].</div>
SarahK