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 contact or a company. An Invoice dropdown appears listing the invoices assigned to whichever you picked, so you can link the transaction to the invoice it pays. Leave it set to None if the transaction is not a payment for an invoice.

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.

Link a transaction to a company invoice

You can link a transaction to a company invoice from the transaction editor. This requires the B2B module, which adds the company field to the transaction editor. If the B2B module is off, transactions can only be assigned to contacts.

1. Go to Jetpack CRM → Transactions and open the transaction, or click Add new transaction.
2. In the Assign Transaction to section, select a company.
3. In the Invoice dropdown, select the invoice this transaction pays. The dropdown lists every invoice assigned to that company, including invoices already marked paid. Each entry shows the invoice number, value, and date.
4. Click Save Transaction.

The invoice is marked Paid only once the transactions linked to it cover the invoice total. A part payment links the transaction to the invoice and leaves the invoice unpaid, with the balance reduced by the amount of the transaction.

Two things to know about this dropdown:

• If you assign the transaction to both a contact and a company, the dropdown lists the contact’s invoices, not the company’s.
• The dropdown lists the 100 most recent invoices for that company. For a company with more than 100 invoices, link the transaction from the invoice instead.

To unlink a transaction from an invoice, set the Invoice dropdown back to None and save.

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 are automatically added to 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

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

Invoicing Pro

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

If you’re still confused about the differences between invoices, transactions, and WooCommerce orders, you can check this documentation page about it.

Invoicing Pro and Stripe: should I use Stripe Connect or the Stripe integration?

Since Jetpack CRM features two ways of using Stripe, it can be confusing to understand which option between Stripe Connect and the Stripe API integration you need to use—and it may depend on the case.

You can use Stripe Connect when the invoices and payments are all done via Stripe’s end. It will import invoices and payments from Stripe.

You will need to set up the Stripe API when using Invoicing Pro, which is meant for invoices created via CRM. If your clients pay via the Client Portal, Invoicing Pro will import the Stripe transaction and link it to the CRM invoice.

Important note: Stripe Connect and the Stripe API can’t be used together simultaneously; you need to choose only one or the other, not both. If active together, they will conflict and generate errors (and no payments)