Transactions

The entire billing process within Splynx is based on transactions. Transactions are the key points in billing and they are always added when there is a change in the customer’s flow or balance. The following actions create transactions:

  1. Each invoice period Splynx charges customers automatically. The administrator can set up the invoice date as the 1st day of the month, and then the customer will be charged for the calendar month. Splynx has the ability to charge each customer on a different date. For example, one customer is charged on the 15th day of the month and another customer is charged on the 20th. This action creates an + Debit transaction.

  2. The administrator creates the invoice manually. This action can be performed in Billing → Invoices tab of customer's profile using Add one-time invoice button. This action creates an + Debit transaction.

  3. When a customer pays for service, a transaction is created. Customers can pay via bank transfer, cash or an online payment gateway. Splynx will always pair the payment with the customer’s account and create one payment transaction. A - Credit transaction is created in such case.

  4. When an administrator adds or removes money to/from the customer’s balance.

  5. When a correction is needed, it’s also achieved with a transaction.

Thanks to the transaction system, there is always a clear history as a way to track changes in the customer’s profile (Customers → List → View (some customer id) → BILLING tab → TRANSACTIONS tab).


The transactions table in Finance → Transactions displays all types of transactions related to the customers and contains the Customer name/ID, transaction ID, date of transaction, type of transaction (debit or credit), its description, price, etc.

A table called Totals below the transactions list, displays the type of transaction (Debit / Credit), the number of transactions in total for each of type and total amount of money respectively.

Transactions

A filter is located above the transactions table, it can be used to sort particular transactions, e.g. by partner, by transaction's category, by type or period.

Filters

Like all tables in Splynx, the icon Export below the table can be used to export the table by means of printing, copying or saving the table in preferred file. The table can also be customized to view desired/preferred fields/columns with the use of Columns icon.

Buttons

Columns

Sometimes it's necessary to correct customer account balance due to offering of free services, credit, etc. We can do this by means of creating a new transaction and adding an invoice from the transaction. To perform these actions, navigate to Customer → View Customer → Billing → Transactions.

Add transaction

When you click on Add transaction button, a window will appear with different fields and options for you to complete and select for the new transaction: the Type (Debit/ Credit), Description, Quantity, Unit, Price, VAT%, Total, Category (service, discount, payment, refund, correction for customer's balance, etc.), Date, Comment, Period values and Add to invoice option can be specified here.

Add transaction form

Once a new transaction is created, it is also possible to generate an invoice manually by clicking on Add Invoice from transaction button in the Billing → Transactions tab. When clicking this button a window will appear where you can fill-in/select the following fields: Description, Price, Period, Note to the customer or Memo for you (if necessary).

Create invoice

When the transaction is created, it is possible to edit or delete it with the icons in the Operations column Buttons .

Note: If the transaction is created with Add to invoice option and it's related to invoice, the transaction by itself will be in read-only mode (you cannot edit or delete such transaction), however, the invoice can be edited accordingly.

Read only

For more information about invoices, please navigate to the Invoices manual.