Customer Portal - Transaction History

The Transaction History module enables users to seamlessly track, manage, and analyze their financial transactions with precision. Whether you're reviewing past activities, applying specific filters for a tailored view, or diving into detailed transaction data, this module allows you to stay in control of your financial interactions.

Transaction History Fields

Field	Description
Type	This field indicates the category of the transaction, such as customer deposit, invoice, credit memo, outgoing payment, etc. This helps users quickly identify the nature of each transaction listed in their history.
RefNo	This field contains the unique identifier for each transaction, typically used to track and reference specific transactions for further details or in case of any discrepancies.
Date	This field shows the date on which the transaction occurred.
Amount	The amount field displays the financial value of the transaction. It can be either positive (indicating money added to your account) or negative (indicating money withdrawn or spent).

Transaction History Filters

The Transaction History module in the customer portal includes a range of filters that allow users to refine and tailor data display according to specific criteria.

To access the filters, click on the "Grid" icon at the module's top-left corner.

Once the filters panel is open, you can use the following options:

• Date Filter: Use this filter to search for invoices issued within a particular time frame. Users can set a start and end date to view the transactions made within that period, making it easy to track activity over specific intervals.

After setting the desired filter criteria, click on the "Apply" button to apply the filters and refresh the data accordingly.

Additionally, you can also filter the customer history by transaction type. Select the type of transaction for which you want to see the customer data from the "Transaction Type" dropdown and hit the "Refresh" icon to filter the results.

Header Level Icons

• Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.