1. Operator Knowledge Base
  2. Solution home
  3. Billing Management
  4. Customer Billing
Open navigation

Post Transaction to a Customer's Account

Sometimes, there may be situations where you need to adjust the amount a customer owes.


In such cases, you can use the 'Post Transaction' feature available in the customer's account.


You can either increase the amount owed (debit) or decrease it (credit) depending on the circumstances.


Step by Step Instructions:


  • From the Dashboard, select Customers

  • Choose a Customer

  • Select Statement from the sub menu

  • Click the Settings gear above the Date on the left side of the page

  • Select Post Transaction

  • The Post Transaction window appears. Provide a brief description, and select whether it's a credit or a debit to the customer's account

  • Enter the amount, and click Post at the bottom to finish


A successfully posted transaction will show as the topmost entry on the customer's statement page.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select at least one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article