Transactions

Transactions record all payment activities in the system. Each time an invoice is marked as paid, a transaction record is created.

Transaction Fields

Transaction Stages

Creating Transactions

Transactions are created when marking invoices as paid:

1. Navigate to an invoice
2. Click "Mark as Paid"
3. Enter payment reference (required)
4. Add notes (optional)
5. Confirm payment

The system creates:

• A Transaction record
• A Transactable link to the invoice

Viewing Transactions

Navigate to Platform → Transactions to view all transactions.

Features

• Search - Find by reference number, student
• Sort - By date, amount, status
• Filter - By transaction stage

Transaction Details

Click on a transaction to see:

• Transaction reference
• Amount and currency
• Entity type
• Status
• Associated invoice
• Student information
• Creation timestamp
• Payment notes

Database Schema

Transactions Table

transactions
├── id (primary key)
├── reference (string)
├── amount (decimal)
├── entity_type (enum: NEW/EXISTING)
├── stage (enum)
├── notes (text, nullable)
├── created_at
└── updated_at

Transactables Table

Links transactions to various entities:

transactables
├── id (primary key)
├── transaction_id (foreign key)
├── transactable_type (morphs) -- e.g., Invoice
├── transactable_id (morphs)
├── branch_id (foreign key, optional)
├── grade_id (foreign key, optional)
└── created_at

Transaction Flow

Invoice "Mark as Paid"
        ↓
Create Transaction:
  - reference: from user input
  - amount: from invoice
  - entity_type: from invoice
  - stage: COMPLETED
  - notes: from user input
        ↓
Create Transactable:
  - transaction_id: new transaction
  - transactable_type: Invoice
  - transactable_id: invoice ID
        ↓
Update Invoice:
  - stage: PAID

Related

• Invoice Management - Managing invoices
• Credit Notes - Credit note system