Feature

Transactions

Track all payments, refunds, and outstanding balances in one place. See who owes what, what's been paid, and your revenue trends at a glance.

See every dollar in and out
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What it does

  • Payment Tracking: Every payment logged automatically. See what's paid, pending, and overdue.
  • Revenue Dashboard: See your revenue trends, average job value, and collection rate in real-time.
  • Refund Management: Process refunds and track credits. Full audit trail for every transaction.
  • Export for Accounting: Export transactions for your bookkeeper or accountant. QuickBooks-friendly format.

How it works

  • Payments Logged: Online payments tracked automatically. Manual payments logged in one click.
  • Balances Updated: Customer balances and invoice statuses update in real-time.
  • Revenue Visible: Your dashboard shows revenue trends, averages, and collection metrics.

Why it wins

  • Automatic payment tracking
  • Revenue trend dashboard
  • Outstanding balance tracking
  • Refund and credit management
  • Export-ready for accounting
  • Transaction search and filtering

Connected features

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Frequently asked questions

Does it integrate with QuickBooks?

Yes. Export transactions in QuickBooks-compatible format. Direct sync is available through our integrations.

Can I track cash and check payments?

Yes. Log manual payments against invoices. Every payment method tracked in one place.

How do refunds work?

Process refunds directly from the transaction record. The customer balance and invoice status update automatically.