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.

100%

Payments tracked

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.

Everything You Get

All the features you need, none of the complexity you don't

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

Common Questions

Everything you need to know about Transactions

Ready to see answer every dollar in and out?

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

Free 15-minute demoNo credit card requiredTalk to a real human