CRM - Transactions
The Transactions tab in CRM provides a single, unified view of all financial activity across all customers. Instead of navigating between Invoices, Payments, Credit Memos, Refunds, and Statement Charges separately, the Transactions tab shows everything in one list.
Accessing the Transactions Tab
Go to CRM from the navigation pane.
Click Transactions in the ribbon at the top of the screen.
The list displays every financial record in the system, sorted by date. Search and filter to narrow down results.
Transaction Types
Type | Description |
Invoice | A charge generated for a customer — from a reservation, POS sale, meter read, or manual entry. |
Payment | A payment received from a customer, applied to one or more invoices. |
Credit Memo | A credit issued to a customer's account, applicable toward future invoices. |
Refund | A return of funds to a customer's original payment method or via cash/check. |
Statement Charge | A manual fee or charge posted directly to a customer's account. |
Each row in the list shows:
ID — the transaction's unique reference number
Date — the transaction date
Type — the transaction category
Amount — the total amount
Settled — how much has been applied or paid
Balance — the remaining unpaid or unapplied amount
Status — current status (e.g., Unpaid, Partial, Paid, Settled)
Viewing a Transaction's Detail
Click any row to open the full detail view for that record. From the detail view you can see line items, payment applications, and accounting entries.
Tip: The Transactions tab shows activity for all customers. To view transactions for a specific customer, use the filter to search by customer name.
Understanding Statuses
Invoice Statuses
Status | Meaning |
Unpaid | No payments have been applied. |
Partial | Some amount has been paid but a balance remains. |
Paid | Fully paid. |
Voided | Invoice has been voided and is no longer active. |
Payment Statuses
Status | Meaning |
Settled | The full payment amount has been applied to invoices. |
Unsettled | The payment has a remaining balance not yet applied to an invoice (overpayment or prepayment). |
Partial | Part of the payment has been applied; a remainder is still pending. |
Refund Statuses
Status | Meaning |
Settled | The refund has been fully processed. |
Unsettled | The refund has not yet been fully applied. |
Managing Specific Transaction Types
For creating and managing individual transaction types, use the dedicated sections in the CRM ribbon: Invoices, Payments, Credit Memos, Refunds, and Statement Charges.