Lists the user’s billing transactions in the date range specified. To edit a transaction click the (edit) link to the left of the transaction row. To add a new transaction, select the “Add New Transaction” button at the bottom of the page.
Credit – (Refund) Enter a monetary value here to credit the user’s account. This credit is only applied to their billing statement. An actual monetary refund to a credit card must be done manually through a credit card gateway or other payment service.
Debit - Enter a monetary value here to charge the user’s account.
Date - Enter the date the transaction is effective.
Name - The type of transaction.
Description – Description details.
Completed – Transaction has been applied to the user’s account.
Pending – Transaction has been added to the user’s account but not applied. Click the text ‘Pending’ to change the status to ‘Completed’.
Example: When a user sends a “Check Sent” payment notification, a transaction is added to the account with “pending” status. When the payment has cleared, an admin user must change the status from “pending” to “completed”.
Deleting a Transaction – Select the check box next to the transaction to be deleted. Select the delete button at the bottom of the page.
Send Invoice – Selecting the “Send Invoice” button will generate an invoice including all completed transactions and send it to the user’s email address on file. All transactions included in the invoice fall within the specified start date and end date.
Send Balance Due Notification – An email will be generated from the corresponding template and sent to the user as notification of their account balance.
