Reports FAQs : On the Credit Card Listing report, why does the Billing Transaction (Billing Txn) column sometimes have a transaction number and sometimes not?
On the Credit Card Listing report, why does the Billing Transaction (Billing Txn) column sometimes have a transaction number and sometimes not?
The Credit Card Listing report (Integrated Billing) and the Credit Card Transactions report (QB Integration) began displaying a new column titled Billing Txn with the 1/17/2014 software update. Here’s how that column is being populated:
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A transaction will display in the Billing Txn column for any transaction prior to 1/17/2014 and going forward that were made in the Member Information Center where a specific invoice was selected and paid.
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A transaction will display in the Billing Txn column for any transactions made by staff in the backoffice software. These transactions will display starting on 1/17/2014 and forward.
Other Notes:
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Only those transactions made from the Member Information Center where a specific invoice was selected will link back to the actual invoice. (Integrated Billing only)
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Transactions created by staff will not link back to the transaction from this column.