The whole billing process inside Splynx is based on transactions. Transactions are the key point in billing, and they are always added when there is a change in the customer’s flow or balance:
a. Each invoice period Splynx charges customers automatically. The admininstrator can set up the invoice date as the 1st day of the month, and then 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.
b. When a customer pays for services, a transaction is created. He can pay via bank transfer, cash or online payment gateway. Splynx will always pair the payment with the customer’s account and create one payment transaction. A “- Credit” transaction is then created.
c. When administrator adds or removes money to/from the customer’s balance.
d. When correction is needed, it’s also achieved with a transaction.
Thanks to the transaction system, there is always a clear history as well as a way to track changes in the customer’s profile.
Transactions table in Finance Module displays all type of transactions related to the customer and contain Customer name, ID, date of transaction, type of transaction (debit or credit), its description, price etc.
There is a table called "Totals" below which shows
type of transaction(Debit / Credit),
number of transactionsin each type and
total amount of money.
In fact you can set a filter to view particular transactions, for example, by partner, by transaction's category or its type or period.
There is an option to print out, copy or save in CSV or PDF files transactions, chosen by you.
You can also choose columns which will be displayed in the transactions table by sorting show/hide columns.
To correct customer's balance is possible to create a new transaction and add invoice from transaction. You can find that option in Customer → View Customer → Billing → Transactions.
When you click on Add transaction a pop-up window will appear with different options of new transaction you can choose:
Type (Debit/ Credit),
Category(service, discount, payment, correction for customer's balance, Braintree fee etc.),
Commenton the transaction and
After the new transaction's created it is also possible to generate an invoice manually by clicking on Add Invoice from transaction in the Transactions tab. The window will pop-up where you can fill in following fields:
Notefor the customer or
Memofor you (if necessary).
Once transaction is created it is possible to edit or delete it
. Please note, if you've added an Invoice from transaction there is no longer a possibility to edit that transaction, but invoice only.