How do I search Transactions
Transactions are the ‘payment’ objects that sit inside Jetpack CRM. Generally these are created on the back of invoices (especially...
- Home
- Jetpack CRM
- Core Modules
- Transactions
Transactions
-
-
Importing Transactions into Jetpack CRM with CSV Importer PRO
This guide will cover a basic import of transactions, with assignment to contacts or companies, into Jetpack CRM. We will... -
Exporting Transactions
How to Export Transactions On your Jetpack CRM dashboard, go to Transactions > Export, as seen here: Select (or de-select)... -
How do I create a Transaction?
Make sure Transactions are activated from Jetpack CRM > Extensions > Core Modules. Create your Transaction To create a transaction,...
Need Support?
Can't find the answer you're looking for? Don't worry we're here to help!
CONTACT SUPPORT