Documentation: Transactions

Selecting the Transactions option on the Billing menu displays the Transactions screen, illustrated below. Each line on the Transactions list shows the Name, Customer, Amount, Status and Created date information for that Transaction. Follow the steps below to work with the Transactions screen.

 

  1. Select a Status type from the Status list (either Failed or Approved) and click  to display only Transactions of that Status type on the Transactions list.
  2. Click  to clear any filter in place and re-display all Transactions.
  3. Click on a Name link to display the Edit Transaction screen for that Transaction. Please refer to the Editing a Transaction section of the document for details on editing a Transaction.
  4. Click a Customer link to display the Edit Customer screen for the Customer associated with that Transaction. Please refer to the Editing a Customer section of the document for details on editing Customer information.

 

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