Overview
This section allows the admin to search and view the transactions along with the option to Download Invoice and Evidence File. With this functionality, Admins can view all available transactions.
Transaction is nothing but when the customer is ready to use the services, they proceed with the transactions and those transactions are visible to the terminal team in the transaction history table.
Steps
Login to your CCS account, and click SIGN IN.
In the Select Location window, click the drop-down and select the location.
Click CONFIRM.
Note: The Confirm button is enabled only after selecting the location.
Go to Pay> Billing> View Invoice.
Go to Transaction Search, in the left navigation bar as depicted in the image below.
In the Transaction Search page, the user can see the Invoice Number, Invoice Date, Billed To Name, the Invoice Type, and the Total Amount.
Note: The record of the existing transactions related to the logged in user are listed in the Transaction Search section.
The admin can search for a transaction by its Invoice Number or Billed To Name. After entering the criteria click on the search
icon as highlighted in the image. The Invoice Details are displayed.
To search with a new plan name or to reset the details, click on Reset
icon.
To download invoice, click on the three dots and select DOWNLOAD INVOICE.
A PDF file of the invoice is downloaded in your system.
The downloaded Invoice gives the detailed picture of all the transactions and summary of the billable events.
To download evidence file, click on the three dots as depicted in the image and select DOWNLOAD EVIDENCE FILE.
A PDF file of the invoice is downloaded in your system.
The downloaded Evidence file gives the detailed picture of all the transactions and summary of the billable events.
