How to add a Credit Transaction

Add New Transaction

To add new transaction

  1. Click Billing drop down menu (in the left pane).
  2. Click New Transaction tab under Transaction link (in the left pane). Search Users page is displayed.

Search Users

  3. Select the criteria from the Field drop down menu.

  4. Enter the value of the transaction in the Value

  5. Select the user location from the User Location drop down menu.

  6. Click Search The records will be displayed below the page.

  7. Click the Username field record in the table. Transaction Information page is displayed.

 

Transaction Information

 

New Transaction Table

Fields & Buttons

Description

Billing Name

Enter the billing name in the Billing Name field.

Billing Address

Enter the billing address in the Billing Address field.

City

Enter the city name in the City field.

State

Enter the State name in the State field.

Zip Code

Enter the address zip code in the Zip Code field.

Country

Select the country name from the Country drop down menu.

Home Phone

Enter the home phone number in the Home Phone field.

Email

Enter a valid email address in the Email field.

Card Number

Enter the credit card number in the Card Number field.

Card Type

Select the type of the card from the Card Type drop down menu.

Card Expiry Date

Select the expiry date (Month and Year) of the card from the Card Expiry Date drop down menu.

CVV Number

Enter the CVV number of the card in the CVV Number field.

Reason/Notes

Enter reason or short description in the Reason/ Notes field.

Payment Information

Transaction Type

Select the type of transaction from the Transaction Type drop down menu. The options are

·         Charge: When you select Charge option and click Select button, you have to select a plan or specify the amount in the below field.

·         Refund: When you select Refund option and click Select button, you have to select a transaction from the Old Transaction drop down menu. And enter the amount in the below field.

·         Void: When you select Void option and click Select button, you have to select a transaction from the Old Transaction drop down menu. And enter the amount in the below field.

Plan/ Amount (INR)

Select the plan from the Plan/Amount drop down menu.

Preview Transaction

Click Preview transaction button to see the preview of the transaction.

 

 

 

 

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