How to create a transaction

Manual transactions provide a flexible way to manage customer balances - whether you're correcting account credits, issuing refunds, or running promotional campaigns. Generally, it is used for mass actions and correcting customer balances.

Follow these steps to create a manual transaction:

1. Navigate to Sales -> Store Credit -> Transactions.

2. Click the Add New Transaction button.

3. Configure the transaction details:

   

   General information

   • Store credit balance change: define the amount to be added or deducted from the customer's balance.

   • Additional message: enter a brief, meaningful note about the transaction. This will appear in the transaction grid for easy tracking.

   • Currency: select the currency in which the transaction should be processed.

4. Choose the customers who should receive the transaction from the customer list below.

   

   Select customer

5. Click Save to finalize the transaction. If multiple customers are selected, the system will generate a separate transaction for each.