Understanding Transactions – All Transactions

Modified on Sun, 17 Dec 2023 at 04:38 PM

Most of the transactions that happen in Cheqdin are automated, however, there are also manual transactions. We understand that you need to be in control of every single transaction, whether it is automated or manual. This is precisely the value proposition that our 'All transactions' section provides you. Get a summary of every single transaction in one place! 

The Billing > 'All transactions' summary captures the following: 

  • Sent Invoices 
  • Payment transactions 
  • Cancelled Invoices 
  • Credit Adjustments 
  • Debit Adjustments 

Downloading Statements

To give you even more flexibility and control over transactions, you can run statements for the desired period for all children or individuals and download these statements.  

Go to > 'Billing' > 'All Transactions' > Select the date range for which you wish to export data > Click on 'Search Icon' > Click 'Export As Excel Icon' to download your file.

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