The Transactions Screen

Every time a customer’s balance moves, a transaction is written. The Transactions screen is the full record. Open DevDiggers Plugins → Pay Later → Transactions.

Columns

• ID: With View and, in Pro, Delete.
• Customer: Name and email.
• Type: Debit lowers available credit, Credit raises it.
• Description: What happened.
• Amount: Shown as −$713.90 for a debit and +$178.49 for a credit.
• Order: The related order, linked.
• Note and Date.

Descriptions

Description	Type	Written when
Order Purchase	Debit	A customer checks out with Pay Later
Plan Fee	Debit	The plan they chose has a fee
Dues Repayment	Credit	Their repayment order reaches Processing or Completed
Payment Recorded	Credit	You use Mark paid
Order Refund	Credit	You refund a Pay Later order
Order Cancelled	Credit	A Pay Later order is cancelled or fails, with Restore Credit on
Manual Debit and Manual Credit	Debit, Credit	You use Adjust Balance
Late Fee	Debit	A payment is missed and a late fee is set (Pro)

Filters

All types, All descriptions and Any customer narrow the list, with a date range and Search Transactions. The Transactions row action on the Customers screen opens the list for one customer.

One transaction

View opens a transaction on its own, with the customer, order, amount and note.

Customers open the same details from their History tab.

Delete and export (Pro)

• Delete removes the row from the record only. It asks first and never changes a balance.
• Export CSV downloads the filtered list.

In the free version

The same screen and filters. Export CSV shows locked, and rows cannot be deleted.