Check Transactions in the Client Area

Overview

The Transactions page shows every balance movement on your account: top-ups, service charges, refunds, adjustments. Here’s how to open it, read it, and quickly find what you need — with exact spots to place your screenshots.

---

1) Open the Transactions page

1. On the Dashboard, click the company widget at the top-right.

2. Choose Transactions.

Company dropdown (1 open menu → 2 Transactions).

---

2) Read the Transactions table

On the Transactions page you’ll see a ledger-style list with these columns:

• Transaction ID — a payment identifier (for card/Stripe/etc.). If it shows No Transaction ID, it’s usually a system CHARGE (usage/recurring fee).

• Gross / Net — amount including/excluding tax (negative numbers = charge; positive = credit/refund).

• Balance — your account balance after this entry posted.

• Description — what the entry is for (service key, action, notes).

• Period — the time window the charge covers (e.g., the specific hour for hourly billing).

• Date — when the entry was recorded.

Transactions list (full table with CHARGE rows).

Tip: To verify a top-up, look for a Transaction ID and a positive amount; the Balance column will jump up on that row.

---

3) Find a specific entry fast

• Use the Search box (top-right) to filter by Transaction ID, amount, or service key from the Description.

• Change Show 10 to see more rows on one page.

• Use the table headers to sort (e.g., by Date) if enabled in your setup.

---

4) Reconcile with invoices

• A service CHARGE here should correspond to items that later appear on your Proforma/Invoice totals.

• To review the document: open Company → Invoices, then match by date/amount.

• If a payment was made, the Transactions entry will show a Transaction ID and the invoice should show Paid.

---

5) Common checks & quick fixes

• “My top-up isn’t visible.” Filter by today’s Date; confirm payment success in your bank/processor.

• “Numbers look off.” Compare Gross vs Net and check your Profile tax settings (country/Tax ID).

• “What was this charge?” Read the Description + Period to see which service and which window were billed.

• Still unclear? Copy the Transaction ID (if present) and share it with support.