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Transaction System

Transactions


 

This is the transactions database.

From this screen the administrator can:

  • Search for a transaction
  • View the invoice (PDF) generated for that transaction - (Select the  icon in front of the invoice number).
  • Manually enter/edit payment date
  • Manually enter/edit a cancellation date. Select apply and this will then appear on that invoice. 
  • An invoice cannot be changed or deleted. However a new one can be raised under Accessories>Transactions>Raise an Invoice
  • Set Direct Debit instalments as paid
  • export the transaction data

To Search the database

Enter search query details by following the steps below

Search where: The first drop down box contains all the field names that are within your database and searches can be based off any one of these fields by selecting them.

Is: Select a search method from the dropdown box:

  • is equal to
  • not equal to
  • like
  • not like
  • less than
  • greater than

Enter your search value (for example first name is like John)

Select order:

  • Ascending
  • Descending

To return all transactions: Invoice No is greater than 0.

To start a new search (not based on the results of a previous search), select clear and start again.

    MoST Content Management V3.0.8886