The Transactions screen displays a summary of the financial transactions for an account, as well as the account balance (i.e. Closing Balance, Starting Balance...etc.). A transaction increases or decreases the account balance. You can dive deeper to see individual transaction details by selecting a specific transaction from the Trans. No. column.
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Transactions
Transactions
Table of contents
Overview
Note: By default, the Transactions screen only displays the first 1,000 transactions of an account. To display the entire transaction list for all accounts, set the Unlimited Display of Records in Accounts UI parameter to True (Configuration > Billing > Invoice Settings).
Transactions Screen Overview
Getting Here: Click Accounts > search for an account > Statements & Invoices > Transactions tab
Selecting a transaction from the Trans. No. column displays the Transactions screen. Clicking the transaction number of an electronic payment prompts you to select an invoice number, which also displays the Transactions screen below. The screenshot below highlights important elements of this screen, followed by a description of each.
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| View & Print - Selecting this link displays a pop-up window that allows you to view and/or print the invoice messaging that accompanies the invoice as it is sent to the customer. |
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| Download Line Item Spreadsheet - Selecting this link downloads a CSV (Comma Separated Values) spreadsheet that displays each line item that comprises the invoice. |
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| Download Usage Spreadsheet - Selecting this link downloads a CSV (Comma Separated Values) spreadsheet that displays the usage records used to calculate all usage based line items on the invoice. |
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| New Payment - Selecting this link displays a list of plans on the account and provides links that allow you to:
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| Apply Credits - Selecting this link displays a |
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| Write-Off/Dispute Invoice - Selecting this link allows you to:
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| Void Invoice - Selecting this link displays a message that confirms whether you wish to void the invoice. Once an invoice is voided, it cannot be reinstated. Note: This link is only visible to those users with appropriate permissions. The visibility of these links can be configured by navigating to Configuration > Security > Account Access > Statements & Invoices > Pages. |
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| Void this invoice and Discard Usage - Selecting this link discards all of the usage associated with the invoice. Discarded usage records are excluded from statements and usage reports. Once discarded, the records cannot be reinstated and will have to be reloaded into the system if incorrectly discarded. Note: This link is only visible to those users with appropriate permissions. The visibility of these links can be configured by navigating to Configuration > Security > Account Access > Statements & Invoices > Pages. |
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| Custom Invoice Status - This drop-down allows you to choose a status for the invoice. Available statuses include:
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| Transaction Number - Selecting a transaction number displays a list of transaction related to the account. |
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