View/Manage Customer Transactions

Watch the video below for a tips on managing customer transactions.

A Note on the Customer Balance
The consumer does not hold a balance, only the customer. This balance is drawn from the customer’s charges and payments, not the Consumer's individual bookings. 
The Transactions tab shows a full, filterable history of the customers Charges, Payments, Credits and Refunds. Each transaction has a unique ID number.

  • For a full list of transactions for ALL Customers, select Transactions from the left hand menu panel
  • To view transactions for an individual Customer
    • Navigate to the Customer
    • Select the Transactions tab

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Transaction Types

There are 4 types of transaction: