Transaction icon Sales and Transactions:
The Transaction List

Choose a topic:

Transaction record details

Creating sales orders

Wholesale transactions

Other transactions

Tracking transaction source

W

henever you take an action that involves a charge or a credit to a customer account, Λctiv8 Manager creates a transaction record in the database. The Transaction list displays all of these records, and you view and edit the details of individual transactions by opening them in the Transaction – Data Entry dialog.

We can describe transactions in three main groups:

You can view any selected customerʼs transaction history from the Customer list, and for sales analysis and marketing purposes you can track the source of transactions.

Finally, if you use QuickBooks Accounting, Manager can export transactions directly to it.

The Actions menu

Transaction list—Actions menuIn the Transaction list, the Actions menu contains commands for working with transactions: