Transactions

A transaction is a charge added to contacts and horses so the cost can be invoiced. A transaction is automatically created when a procedure is added to a horse or a contact. The cost will be split across all billable interested parties depending on the share they have in the horse.

A manual transaction only needs to be created if a charge is required for a horse or a contact and there is no procedure or daily charge to create the transaction. Example may be a one-off cost that needs to be split across all billable parties in a horse. 

Note - Please do not create a one-off transaction if the cost relates to a procedure or a daily charge, as these options will create the transaction automatically.

Transactions can be viewed from Financials/Transactions. View and manage transactions from this view. 

New transactions can be added.as well as creating invoices.

The view is filtered by status

• Pending - has not been added to an invoice for a contact
• Invoiced - has been charged out to a contact
• Cancelled - transaction has been removed after being added