View an invoice's transactions

• Admin
• Needs: Billing
• Phone
• Desktop
• Draft

If you don't see this

• It needs the Billing permission. A director grants it under Manage School → Staff → Permissions.

View Transactions is available to Regional Managers, Administrators and Owners.

Before you start

• Finish Find a child's invoices first.

Steps

1. Open the invoice and tap ... (top right).
2. Tap View Transactions.

   Screenshot coming soon01 · child_detail

   Invoice Transactions

3. Each transaction shows Amount, Type, Method, Source, Created, the card's last four digits, Fees, Batched and Settled dates, and any refunds or voids.
4. With Issue Refunds, tap Refund on a payment, or Return to Credit Bank on a credit payment.

Tips

• A payment labeled PARTIAL REFUND or REFUNDED has refunds listed under it.