Transactions Overview




  • Avatar
    Crystal Anderson

    What is the difference between transaction type "payment" and "sale"?

  • Avatar
    Kinsey Mahan

    Hi Crystal - Each transaction will have two components -the sale and the payment. The "sale" happens when a form is submitted with a dollar amount associated - it's the agreement to pay. The "payment" occurs when the actual payment is applied. For example, if a member wants to pay immediately with a credit card, the sale and payment will occur at the same time. Alternatively, if a member chooses "Invoice Me" for their payment method and mails in a check, the sale will occur when the form is submitted, and the payment will occur when an Admin applies the check payment to the Open invoice. Hope that helps!

Please sign in to leave a comment.