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Transactions
8 Docs
Transactions Dashboard
Last Updated: January 10, 2026A snapshot of all transactional activities on the system. Transactions as a result of invoices, payments, proformas issued to Customers are summarized on this dashboard. Important statistics such as: Transactions Total vs Paid: Total transactions amount against the percentage % paid Cash Payments vs Total Transactions Total Wallet Credits Total Wallet Debits Also, on...
Creating a New Transaction
Last Updated: January 10, 2026Profitaa can be used to sell a product (inventory items) or a service. So, whether you run a supermarket/retail store or just want to service your professional service such as consulting, repairs, development or other freelancing, Profitaa has you covered! Here is how to create a new Transaction; On the Transaction window, two manage...
Transactions; Understanding The Process
Last Updated: January 10, 2026Transactions generated from all activities in the system are listed on the Transactions page, showing the Trans ID, Customer, and other details. The transactions could be as a result of generated invoices for product sale, custom sale, loan repayments, investments capital payment and others. Transactions can be sorted by various parameters, dates, status...
Transaction Payments
Last Updated: January 10, 2026Payments received on Transactions are accessed via the Payments page. Note, this page is different from the other Expense Payments page which displays payments made on approved Expenditures. Transaction Payments displays payee (Customer), the transaction, payment method, amount, date/time paid. Payments can be sorted by payment methods and status. Receipts: Transaction receipts can be accessed by...
Proforma Transactions
Last Updated: January 10, 2026Proforma are estimates given to intending customers. It is not yet qualified as a Transaction, but an intent document. During finalization of Transactions, when it is saved as a Proforma, it ends there. No ledger entries are recorded and no actual sale also. When the customer return for actual purchase, you only need to click...
Transactions Wallets History
Last Updated: January 10, 2026Just like the individual Customer wallet, this Wallets History displays all wallet transactions (credits & debits) on all Customers accounts. Details such as Customer, payment method, debit and credit entries, all displays on the page. A click on the TransID shows the Wallet transaction document and details.
Adjustments (Refunds, Debit Notes, Discounts)
Last Updated: January 10, 2026Refunds are referred to as Adjustments on Profitaa. When an adjustment is effected on a Transaction, its resolutions is either “refund note“, “debit note” or “discount“. Refund Note: Adjustments resolution with Refund note are processed for cash payment, from the Account module. The amount is sent as a Bill to the Account module for approval and payment....
Making a Product Sales – Inventory Transactions
Last Updated: January 10, 2026Just as described on the New Transaction page, selling your inventory product is as easy as switching to the “Product” tab on the New Transaction page. The product search offers a window to enter find your product – enter the first three letters of the product name and click the search icon, or scan with...