General Overview of Transactions

The transactions of your customers and Sub-Resellers are maintained in separate tables as separate views. There are four different types of transactions. Namely Invoices, Receipts, Credit Notes and Debit Notes.

Invoices and Debit Notes each depict the amount of money your Customer/Sub-Reseller owes you

Receipts and Credit Notes each depict money your customer has paid you, or you have credited to his account

Each of these are discussed in far more detail separately. In this section we deal with a general overview of Transactions

In your Control Panel you will be able to access various different list views for viewing Transactions of your Customers and Sub-Resellers. Here are some of the ways you can see transactions of your Customers and Sub-Resellers

  • To view Pending Invoices and Debit Notes of your Customers or Sub-Resellers you can click on the Billing Sub-Menu in the respective Menus for Customers and Sub-Resellers and then choose "List Pending Invoices and Debit Notes"

  • Alternatively under this Billing tab you can choose "List Transactions" to list all types of transactions, or "Search Transactions" in order to narrow down to a specific one

  • Transactions of a Specific Customer or Sub-Reseller are also accessible from the Customer or Sub-Reseller detailed view

  • If there are any Pending unpaid Invoices for an Order, those are visible in that Orders detailed view too

All transaction list views contain the list of transactions as well as search through transactions

In any List view you can click on the Description of the transaction to check the detailed view of that transaction. The Detailed View of the transaction allows you to perform actions specific to the transaction type. For instance the detailed view of an Invoice allows you to pay for the Invoice, cancel it, Execute any associated Requests etc.

The most important type of Transaction of all the transactions are Invoices. Make sure you check out the detailed sections on all aspects related to Invoices in order to make full use of all the features available to you.

 
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