8.3 Manage Transaction Account

You can manage a member's transaction account through the Transaction->Manage Account menu, where you are first prompted for the username or ID number of a member. The first page shows an overall summary of the member's transaction account.


8.3.1 Transaction Summary

This section shows a monthly summary of all transactions added to the member's account since they joined, and looks like:

This table contains one row for every month the member has been in the database. Each row shows the total amount in deposits and withdrawals added to the member's account that month, and their ending balance at end of the month. You can view a list of all specific transactions added during any month, by clicking on the appropriate "View Details" link. The next page will give a quick summary of the month, and list all specific transactions during that month, which looks like:

The transaction system has been designed to resemble a bank account. With each transaction you can see the date the transaction was added, a small description, the amount, and the new account balance. You can view full details on any specific transaction by clicking on the description link.


8.3.2 Pending Transactions

This section shows all pending transactions on the member's account, and looks like:

Pending transactions are transactions that have not yet been added to the member's account, because they are awaiting processing of some kind. Normally, these are payments that the member has not yet physically paid. For example, when a member selects to pay their membership fee through PayPal, a pending transaction is added to their account, and they are automatically redirected to PayPal to submit payment. Once payment has been submitted, the transaction will be automatically approved and added to the member's account, but until then, will remain as pending.

You can view full details on any pending transaction by clicking on the transaction ID link. If the transaction is for a payment, there will be a "Pay Now" link that will take you directly to the payment processor to submit payment. Alternatively, you can manually approve any pending payments through the Transaction->Pending Deposits menu.


8.3.3 Recurring Withdrawals

This section contains one table that lists all recurring withdrawals on the member's account, and looks like:

Recurring withdrawals are usually things such as membership fees, and product / service fees. Every night at 3:00am server time, a script will automatically execute via crontab and process all recurring withdrawals that are due that day. You may view or edit any of the recurring transactions in the table, and changes things such as the status of the transaction, or the next payment date.


8.3.4 Payment Methods

This section contains one table that lists all payment methods registered on the member's account, and looks like:

xFlow allows deposit and withdrawal payment methods to be registered against each member's account. The deposit payment methods are used to physically charge members for things such as membership fees, and the withdraw payment methods are used to send funds to members, such as commission payouts.

You can add, edit or delete payment methods on the member's account by clicking on the appropriate submit button. When you add or edit a payment method, you will notice a Default Payment field. The member's default payment method is used for all transactions. For example, when a member is physically charged, their default deposit method is charged. When commission is paid out to a member, their default withdrawal method is used.