Transactions page

The Transactions page is where staff record and review money movement for customers. It lists all transaction types in one place and provides shortcuts to create new records.

Summary cards

Four cards at the top mirror the transaction types:

Card	What it reflects
Charges	Amount invoiced or owed by customers in the selected period
Payments	Money collected against charges
Refunds	Money returned after payment
Credits	Customer balance credits issued or applied

Each card may show change versus the previous period. Use the period pills to switch the range (for example this week, this month, or a custom range).

Transaction types

ServEase uses four internal transaction types on this page:

Charges

Charges are internal records of what a customer owes.

When adding a charge (Add charge on the Charges card or from the list):

Select the customer (required)
Optionally link a booking
Enter amount; pick currency when no booking is linked (currency may come from the booking when one is selected)
Optionally apply a discount code
Optionally add tax
Add notes (optional)
When accounting integrations are enabled, you can choose to issue an accounting document (for example invoice or proforma)

Payments

Payments record money received against a charge.

When adding a payment:

Select the customer (required)
Select the charge to pay (required in the current workflow — a payment is always tied to a charge)
Choose the payment gateway (cash, transfer, cheque, Stripe, PayPal, etc.)
Enter the amount — currency comes from the linked charge
Add notes (optional)
When accounting is enabled, you can issue an accounting document for the payment

Refunds

Refunds return money against a customer payment.

When adding a refund:

Select the customer (required)
Select the payment to refund (required)
Enter the refund amount (full or partial, up to the remaining refundable balance)
Currency comes from the payment
Enter a reason (required)
Add notes (optional)
Optionally issue an automatic credit so the customer balance stays intact
When accounting is enabled, you can issue a credit note document

Credits

Credits increase a customer's account balance (for example goodwill or compensation).

When adding a credit:

Select the customer (required)
Enter amount and currency (or inherit currency from a linked refund)
Optionally link a refund
Select a reason (for example customer satisfaction)
Add notes (optional)

Transaction list

Below the summary cards, the table lists all transactions with pagination.

Filters

Open filters to narrow the list:

Search — free-text lookup
Customer — one customer
Type — charge, payment, refund, or credit
Amount — minimum and maximum
Date range — created between dates

Pending payments

Payments in progress (pending gateway payments) are hidden by default. Enable Show pending payments to include them in the list.

What this page does not do

There is no manual capture or void flow on this page — charges and payments are created directly.
Gateway-specific reconciliation details may appear in payment provider dashboards as well.

Transactions page

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