Pending Transactions Details

How to View Pending Transactions with Details

To view pending transactions along with subscription info, due dates, and outstanding amounts, follow these steps:

1. Navigate to the Homepage, and locate the Quick Actions section.
2. Click on “Pending Transactions.”
3. On the Transactions page, select the Pending tab to view all pending transactions.
4. Review the client names, their plan subscriptions, and the pending amounts.
5. Click on the specific client to view detailed transaction info, including:
    • Client Name
    • Class Enrolled In
    • Pending Payment and Due Date
    • Contact Details: Phone number and email address
    • Total Payable Amount (includes Plan Amount, Discount, Installment Charges, Paid/Unpaid Fees, One-time Plan)
    • Fee Breakdown for reference

Actions You Can Perform from This Page

• Send Payment Reminder
• Receive / Add Payment
• Write Off the transaction
• Share on WhatsApp