Overview of the Transaction Section on the Contract Detail Page
The Transaction section on the Contract Detail Page provides a detailed view of all billing and financial transactions related to a specific contact.
Ledger Overview:
The Ledger section acts as a centralized dashboard for all financial transactions tied to the specific contact. It gives a consolidated summary of various transaction types and their associated balances.
Consolidated Total Display:
At the top of the Ledger, you will find two key consolidated totals:
- Invoices, Credit Notes, and Balance: This total shows the sum of all invoices and credit notes, along with the resulting balance.
- Receipts, Payment Vouchers, and Balance: This total represents the combined value of all receipts and payment vouchers, along with the resulting balance.
Balance Highlighting:
The balance is visually highlighted to help you quickly assess the financial status:
- Debit Balances are displayed in red, indicating amounts owed.
- Credit Balances are displayed in green, indicating advance payment.
Transaction Icons:
A three-line icon within the Ledger section provides access to several important functionalities:
- Raise Advance Offline Receipt: Initiate the creation of an offline receipt for the contract.
- Generate Payment Link: Create and share a payment link specific to the contract.
- Initiate Payment: Manually start a payment process for the contract.
Share Icon:
The share icon allows for quick dissemination of financial data:
- Download Statement of Account: Export the statement of account in Excel format, offering a complete overview of all financial transactions linked to the contract.
- Email Statement of Account: Send the statement of account as an Excel attachment directly to the tenant’s email address.
Refresh Button:
A Refresh button is provided to update the Ledger listing, ensuring that the information displayed is the most current.
This Transaction section is designed to give you full control and visibility over all financial transactions related to a contract, streamlining the management of billing and payments.
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