Transaction Overview

A transaction is a financial transaction not directly related to a job. You can view, edit, and create new transactions from a customer's Billing History tab and the Billing Center. You can also create a transaction by right-clicking a customer from the customer list and selecting New Transaction from the pop-up menu.

There are three types of transactions:

Charge. A miscellaneous or additional charge that might not be part of a particular job. See the Creating a Charge Transaction section for details.
Adjustment. Create an adjustment if you need to apply a credit to a customer's account or correct a mistake in a previous invoice. See the Creating an Adjustment Transaction section for details.
Payment. Add a payment to the customer's account. See the Creating a Payment Transaction section for details.