Create Transaction
What is this?
A form to record money received (or, via Direction, potentially sent) against a client and, optionally, a specific invoice.
Why use it?
This is how a payment — full or partial — gets applied to an invoice's balance.
How to open it
Billing → Transactions → New Transaction (direct URL: /transaction/new).
How to use it
- Set Transaction status (Pending, Processing, Success, Failed, or Cancelled), Transaction type, and Direction.
- Select the Client, then optionally search and select a specific Invoice to link.
- Selecting an invoice auto-fills Total paid by client with the full outstanding balance — edit this down for a partial payment.
- Confirm Currency (auto-matched to the invoice), Payment gateway, and Payment method.
- Click Create Transaction. A confirmation dialog summarizing the transaction appears before it is finalized — review it, then confirm.
Fields and options
| Field/Option | What it does | Example | Important notes |
|---|---|---|---|
| Select Invoice | Links this payment to a specific invoice's balance | Invoice #NI-00018 | Confirmed limitation: this search only returned results for a fully Unpaid invoice in this audit; an invoice already Partially Paid did not appear, even searching by its number or client name. |
| Total paid by client | The gross amount received | 20 | Auto-fills to the full balance when an invoice is selected; editable for partial payments |
| Transaction status | Pending / Processing / Success / Failed / Cancelled | Success | Only "Success" was exercised end-to-end in this audit |
What happens after saving?
Confirmed: a single confirmed submission creates exactly one transaction (no duplicates observed on a normal click). The linked invoice's Paid/Due amounts and status update immediately and consistently — a partial payment correctly produces "Partially Paid," not "Paid." The transaction also appears on the invoice's own transaction history with matching method, gateway, and date.
Common problems
Problem: I can't find the invoice I want to record a second payment against.
Why it happens: Confirmed — the invoice picker appears to only surface fully Unpaid invoices.
How to fix: This is an open item for your product/engineering team; see Invoice Details.