Transactions

Transactions is the finance ledger view for invoices, payments, refunds, payment links, gateway intents, terminal collections, and reconciliation evidence.

What this page is for

Transactions is the finance ledger view for invoices, payments, refunds, payment links, gateway intents, terminal collections, and reconciliation evidence.

Who should use it

Finance, owner, front desk, manager

Where to find it

/client-management/transactions

Before you start

Search by customer, invoice number, payment number, provider reference, payment link, or amount when reconciling.
Invoice balance, paid amount, refund amount, and gateway/terminal state must match before closing a finance issue.
Sales Return generated is a profile/transaction metric that means return records exist and must be reviewed before finance close, refund decisions, or customer balance explanation.
Use Download PDF for invoice copy; use Send invoice/payment link only when the communication provider or payment gateway is configured.
Over-collection is blocked by checkout/payment rules. Record advance money only through the approved credit or advance workflow.
Payment-link rows should show link URL and status. Copy or send the link only after the link exists.
Gateway checkout, payment-link, and terminal payments can be pending before final success. Refresh or reconcile provider state before telling a member the invoice is paid.
Terminal pending rows should be reconciled from provider payload or status only after matching amount, invoice, and provider reference.
Refund rows must show invoice/customer, method, amount, status, and processed date so finance can explain what left the business.
Export transactions or settlements only after filters match the finance close period.

Daily workflow

During daily close, review today invoices, offline collections, online payments, refunds, voids, and unpaid balances.
For a customer question, open the transaction row and then the person profile or invoice detail.
Export transaction rows only after filters match the finance question, such as date range, method, status, or gateway account.

Watch out

Do not mark an offline payment without cash, UPI reference, bank proof, or owner-approved credit note. Finance cannot reconcile unsupported entries later.

Use the left menu to open related pages in Integrations.
Use Ask Docs for questions that are already covered in this public documentation.