How do I create a Transaction?

First, you’ll need to make sure transactions are enabled. Follow these steps for that:

1. Log into the site’s WP Admin dashboard.
2. From the main WordPress menu, go to Jetpack CRM > Core Modules.
3. Locate the “Transactions” core module, and make sure it is enabled (has a green checkmark). If it is disabled, click the “Transactions” core module to enable it.

You can find detailed instructions for enabling core modules here.

Create your Transaction

Follow these steps to create a transaction:

1. From the main WordPress menu in your site’s WP Admin dashboard, go to Jetpack CRM > Transactions, and click the “Add new transaction” button.
2. Fill in the following fields for the transaction:
   • Transaction Unique ID: This is pre-filled. You can edit it; however, ensure it will be a unique ID.
   • Transaction Status: Enter the status of the transaction to indicate if the transaction was successful (you received payment) or not.
   • Transaction Name: If possible, keep these the same if you routinely use common products here (they are used in the transaction index).
   • Transaction Value: Enter a number. If you need to change the currency, go to Jetpack CRM > CRM Settings > Locale and change the Currency Symbol option to your preferred currency.
   • Transaction Date: Enter the date or click on the calendar icon to select the date, and enter the time in 12hr format.
   • Transaction Type: Choose between Sale, Refund, or Credit Note.
   • Description: Enter a description for your transaction
   • Assign Transaction to: Choose a customer or company to assign the transaction. If you selected a customer, a Customer Invoice field would appear, letting you select an invoice assigned to the customer. If the transaction is a payment for an invoice, you can choose the particular invoice. Otherwise, leave it blank.

You also have the option of adding a tag to the transaction in the “Transaction Tags” box. If desired, follow these steps:

1. While creating or editing the transaction, enter the desired tag name in the “Transaction Tags” box.
2. Click the “Add” button to add the tag to the transaction.

Once you’ve entered all of the relevant transaction information, scroll up to the top of the page, and click the “Save Transaction” button.

Can transactions be automatically added to Jetpack CRM?

Transactions can automatically be added if you are using one of the following core modules or extensions:

WooCommerce Sync

When a customer completes a WooCommerce order, the contact and transaction will automatically be added or updated in Jetpack CRM.

The transaction status will automatically be updated based on the WooCommerce order status. So if the WooCommerce order has been paid, the Jetpack CRM transaction will also be marked as paid.

If that is not happening, you may want to check your WooCommerce Sync settings.

Stripe Connect

When a customer submits a payment through Stripe, the contact and transaction will automatically be added or updated in Jetpack CRM.

PayPal Connect

When a customer submits a payment through PayPal, the contact and transaction will automatically be added or updated in Jetpack CRM.

Can transactions be automatically assigned to invoices?

Transactions can automatically be assigned to invoices if you are using one of the following core modules or extensions:

WooCommerce Sync

An invoice will also be created if the “Create Invoices from WooCommerce Orders” option is enabled in Jetpack CRM > CRM Settings > WooSync. The transaction will automatically be applied to that invoice.

Invoicing Pro

When using Invoicing Pro with Stripe or PayPal, the transaction will automatically be applied to the invoice when the payment is received.