Billing
Billing Section Documentation
The Billing Section in the Perkox dashboard allows you to manage and view payment details related to your account. This section is essential for tracking transactions, payment methods, and the status of payments. Below is a breakdown of the components and functionality:
1. All Payments Table
This table provides an overview of all payments made or received. However, in the screenshot, no data is available.
Columns in the Table:
Id: Unique identifier for each payment.
Amount: The amount of the payment.
Payment Method: The method used for the payment (e.g., credit card, PayPal).
Status: The current status of the payment (e.g., Paid, Pending, Failed).
Paid On: The date when the payment was made.
Generate: Likely an option to generate invoices or receipts.
Action: Possible actions related to the payment (e.g., view details, edit, delete).
Example Workflow for Billing Section
Navigate to Billing: Click on the Billing option in the navigation menu.
View Payments: Check the All Payments table to see a list of all transactions.
Generate Invoice: Use the Generate option to create an invoice or receipt for a specific payment.
Take Action: Use the Action column to view details, edit, or manage payments.
Why the Billing Section Matters
Payment Tracking: Keep track of all transactions, ensuring transparency and accountability.
Invoice Generation: Easily generate invoices or receipts for payments.
Payment Management: View and manage payment details, including status and method.
Additional Notes
No Data Available: If the table shows "No data available," it means there are no recorded payments yet. This could be due to no transactions being made or a delay in data syncing.
Error Handling: Ensure that any errors in payment processing are promptly addressed to avoid disruptions.
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