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Manage Transactions

This section allows you to manage all payment transactions in your iBill.io system, ensuring accurate billing and financial records.

Transactions List Overview

  • Transaction ID: Unique identifier for each transaction
  • Payment Plugin (Gateway): The payment gateway used
  • Customer: The customer who made the payment
  • Date Created
  • Amount
  • Status
  • Action: View transaction details

Transactions List

Viewing Transaction Details

Click on a transaction to view: - Payment Plugin (Gateway) - Customer ID - Date Created - Amount - Status

Transaction Info

Invoices Linked to Transactions

  • Click the arrows next to invoice information to view the related invoice.
  • From the invoice, you can:
  • Credit items
  • Reverse payments, email, or download invoice payments
  • Add credits
  • Add notes

Linked Invoices

Best Practices

  • Reconcile transactions regularly
  • Use references and notes for clear record-keeping
  • Review reversed transactions for potential issues

If you need further assistance, click the support button at the top right of this page.