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Transactions

See every dollar in and out

Track all payments, refunds, and outstanding balances in one place. See who owes what, what's been paid, and your revenue trends at a glance.

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100%

Payments tracked

Real-time

Revenue view

How It Works

Simple steps to transform how you handle customer interactions.

1

Payments Logged

Online payments tracked automatically. Manual payments logged in one click.

2

Balances Updated

Customer balances and invoice statuses update in real-time.

3

Revenue Visible

Your dashboard shows revenue trends, averages, and collection metrics.

What Makes Transactions Different

Built specifically for service businesses, not generic software adapted for trades.

Payment Tracking

Every payment logged automatically. See what's paid, pending, and overdue.

Revenue Dashboard

See your revenue trends, average job value, and collection rate in real-time.

Refund Management

Process refunds and track credits. Full audit trail for every transaction.

Export for Accounting

Export transactions for your bookkeeper or accountant. QuickBooks-friendly format.

Works With Everything

Transactions connects seamlessly with other features to power your entire business

Invoices Payments matched to invoices automatically Dashboard Revenue metrics feed into your analytics CRM Payment history on customer records Automations Trigger actions when payments are received

Everything You Get

All the features you need, none of the complexity you do not.

Automatic payment tracking
Revenue trend dashboard
Outstanding balance tracking
Refund and credit management
Export-ready for accounting
Transaction search and filtering

Common Questions

Does it integrate with QuickBooks?

Yes. Export transactions in QuickBooks-compatible format. Direct sync is available through our integrations.

Can I track cash and check payments?

Yes. Log manual payments against invoices. Every payment method tracked in one place.

How do refunds work?

Process refunds directly from the transaction record. The customer balance and invoice status update automatically.

Ready to see answer every dollar in and out ?

See exactly how Transactions would work for your business. We will show you a live demo with your actual services and scenarios.

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