{"id":4498,"date":"2026-01-10T06:03:48","date_gmt":"2026-01-10T06:03:48","guid":{"rendered":"https:\/\/profitaa.com\/?post_type=docs&#038;p=4498"},"modified":"2026-01-10T06:03:48","modified_gmt":"2026-01-10T06:03:48","password":"","slug":"transactions-understanding-the-process","status":"publish","type":"docs","link":"https:\/\/profitaa.com\/ng\/help\/transactions\/transactions-understanding-the-process\/","title":{"rendered":"Transactions; Understanding The Process"},"content":{"rendered":"<p>Transactions 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.<\/p>\n<p>&nbsp;<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-large wp-image-31628\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-014739-298-example-1024x643.png\" sizes=\"(max-width: 750px) 100vw, 750px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-014739-298-example-1024x643.png 1024w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-014739-298-example-300x188.png 300w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-014739-298-example-768x483.png 768w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-014739-298-example.png 1267w\" alt=\"\" width=\"750\" height=\"471\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Transactions can be sorted by various parameters, dates, status and others. The \u201cAccess\u201d sorts transactions by Business Units. A click on a Trans ID shows the actual transaction and the printer icon shows a thermal print version.<\/p>\n<p>&nbsp;<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-31630\" src=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example.png\" sizes=\"(max-width: 663px) 100vw, 663px\" srcset=\"https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example.png 663w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example-300x300.png 300w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example-150x150.png 150w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example-310x310.png 310w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example-90x90.png 90w, https:\/\/help.profitaa.com\/wp-content\/uploads\/2025\/12\/profitaa-documentation-Screenshot-2025-12-29-015438-307-example-250x250.png 250w\" alt=\"\" width=\"663\" height=\"662\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Details on the transaction document can be customized; logo, company, address, title (invoice?), additional information, return information, payment details, options to disable or allow QRcode, Customer signature and others. These options are available on the Business Unit document customizations. Transaction document can be emailed as PDF, downloaded or printed.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Transactions 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. &nbsp; &nbsp; Transactions can be sorted by various parameters, dates, status [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[72],"doc_tag":[],"class_list":["post-4498","docs","type-docs","status-publish","hentry","doc_category-transactions"],"year_month":"2026-10","word_count":134,"total_views":"6","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Profitaa","author_nicename":"profitaa","author_url":"https:\/\/profitaa.com\/ng\/author\/profitaa\/"},"doc_category_info":[{"term_name":"Transactions","term_url":"https:\/\/profitaa.com\/ng\/docs-category\/transactions\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.1 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Transactions; Understanding The Process - Profitaa<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/profitaa.com\/help\/transactions\/transactions-understanding-the-process\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Transactions; Understanding The Process - Profitaa\" \/>\n<meta property=\"og:description\" content=\"Transactions generated from all activities in the system are listed on the Transactions page, showing the Trans ID, Customer, and other details. 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