Transactions are a way to credit or debit a client's invoice outside for areas outside of your usual service charge. To add these, go to Clients > [Client's name] > Financial. You will see this screen:




On the left, you can see all of a client's created invoices and the issued and due dates. You can also open up the invoices from this page by clicking the Screenshot_2019-11-25_at_15.08.40.png icon on the right hand side of the invoice.


On the right, you will see the credit/debit section for your client. You can either add an extra charge, or schedule a payment to be made to them should the need arise. To do this, click on the + icon on the right hand side. The following menu will appear:




Here you must give the item a title, choose the relevant buyer and type in the necessary amount. Make sure you have chosen the right option for credit/debit (the one selected will be in green). You also need to provide a date for the item to be processed, this means you can add on retrospectively or add future payments. Once you have filled in the form, click <Create> and the item will be added to the client and be applied to the next/relevant invoice.


Monthly fixed rate

If you have a client who is charged a fixed monthly rate regardless of visits, you can do this using the debit option mentioned above. To do this, make sure that all the charge rates in their contract are set to £0.00 and then you will be able to allocate bookings without incurring extra charges. It also means you are able to schedule their payments in advance and post-date it so you can add in multiple months worth at a time. You will still need to generate an invoice for this client either individually or as part of a run.