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Transaction and Invoices

The Transactions & Invoices section serves as your comprehensive financial management hub, providing detailed visibility into all monetary activities within your tenant. This intuitive interface allows you to track payments, monitor credits, review transaction history, and manage upcoming invoices, all from a single, centralized location.

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Manage Transactions and Invoices - Financial Overview

The top section presents four key financial indicators that give you an immediate snapshot of your tenant's current status:

  1. Total Amount Due

    • Your current outstanding balance for unpaid invoices and charges
    • Essential for budgeting and financial planning

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  2. Available Credits

    • Current credit balance applicable toward future charges
    • Total credits allocated to your tenant
    • These credits would be subtracted from your final invoice

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  3. Total Transactions

    • Cumulative count of all financial activities processed for your tenant <!---- Historical perspective on account activity
    • Refresh button for current data--->

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  4. Next Invoicing Date

    • Clear display of upcoming scheduled invoice date
    • Helps you prepare for future financial obligations

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Transaction History

Navigate between different financial perspectives using intuitive controls:

  • View Tabs: Click on "Transactions" tab for viewing your transactions history.

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  • Status Filters: Refine your view with "All," "Pending," or "Completed" options.

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  • Search Field: Quickly locate specific transactions by reference number, date, or amount.

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Understanding the Transaction List

Review your financial activities in a comprehensive table format with essential information:

  • Reference Number: Unique identifier for tracking and support references
  • Date & Time: Precise timestamp of when the transaction occurred
  • Category: Classification of transaction type (License, Marketplace, etc.)
  • Type: Nature of the transaction (Payment, Charge, Credit, etc.)
  • Amount: Financial value associated with the transaction
  • Status: Current state with visual indicators (Completed, Pending)

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Each transaction entry contains valuable information to help you:

  • Track specific financial activities
  • Verify charges against services received, licenses purchased or items ordered
  • Reconcile with internal accounting systems
  • Maintain records for audit purposes

Transaction Categories and Types

Your financial activities are organized into distinct categories for easier tracking:

  • License Transactions: Payments related to platform access and user licenses
  • Marketplace Activities: Purchases of third-party solutions and services
  • Project Charges: Costs incurred for cloud resource consumption
  • Credit Adjustments: Promotional or compensatory credits applied to your account

Transaction types indicate the direction of fund movement:

  • Payments: Funds transferred from your account
  • Charges: Costs incurred for services or resources
  • Credits: Funds added to your account balance
  • Refunds: Returned payments for canceled services

Enhanced Invoice Management (Coming Soon)

The upcoming Invoices tab will expand your financial management capabilities with:

  • Detailed billing documents for all charges
  • Multiple download format options
  • Historical invoice archive
  • Integration with payment gateway
  • Payment receipt generation

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Practical Benefits

The Transactions & Invoices section helps you maintain financial control by:

  • Providing clear visibility into all tenant monetary activities
  • Enabling accurate reconciliation with accounting systems
  • Supporting budget planning with predictable billing dates
  • Simplifying financial audits with comprehensive records
  • Facilitating cost allocation across departments or projects

Best Practices

To maximize the value of your transaction management:

  • Review your transaction history regularly to verify all charges
  • Use filtering options to focus on specific transaction types
  • Save reference numbers for important transactions
  • Monitor your available credits to optimize financial planning
  • Note upcoming invoice dates to ensure timely payment processing

The Transactions & Invoices section equips you with the detailed financial information needed to effectively manage your tenant's monetary activities, ensure accurate accounting, and maintain proper financial oversight.