Skip to main content

Outstanding Transactions

Outstanding Transactions represent individual, billable charge records that have not yet been grouped into an invoice. These transactions are generated automatically from system activity (such as shipping orders, inventory orders, storage charges) or manually by warehouse or accounting users.

This page is primarily used by warehouse managers, accounting teams, and organization admins to review, edit, and group transactions into official invoices.

Purpose of Outstanding Transactions​

Outstanding Transactions act as a staging area before invoicing. Each row represents a single financial transaction that can later be rolled up into a customer invoice.

Common examples include:

  • Charges from a shipping order
  • Charges from an inventory (receiving) order
  • Storage charges
  • Manually created charges
  • Administrative or adjustment fees

Transactions remain in this view until they are either:

  • Added to an invoice, or
  • Deleted (if created in error)

Viewing Outstanding Transactions​

The Outstanding Transactions tab displays a table containing all uninvoiced transactions with details such as:

  • Transaction # – Unique identifier for the transaction
  • Payment Status – Indicates whether the transaction is due or paid
  • Transaction Date
  • Total Amount
  • Description – Explains what generated the charge
  • Customer
  • Company
  • Warehouse
  • Related Order # (if applicable)
  • Internal Notes

The table supports:

  • Sorting
  • Filtering
  • Column selection
  • Searching
  • Bulk selection

Viewing a Transaction Detail​

Clicking on a transaction number opens the Transaction Detail page, which functions as a mini-invoice preview.

From this page, authorized users can:

  • Review all charge line items
  • See the originating order (if applicable)
  • View customer and warehouse details
  • Review tax, subtotal, and total values
  • Edit the transaction (warehouse manager or accounting roles)
  • Delete the transaction if it should not be billed

This page provides full transparency into how the charge was generated.

Creating an Invoice from Transactions​

Multiple outstanding transactions can be selected and grouped into a single invoice.

Rules for Invoice Creation​

  • All selected transactions must belong to the same customer
  • Transactions can span:
    • Multiple orders
    • Multiple warehouses (if permitted by your accounting rules)
  • Transactions of different types (shipping, receiving, storage, manual) can be combined

Once selected, users can generate an invoice using the Create Invoice action.

Editing and Deleting Transactions​

Editing​

  • Warehouse managers and accounting users can edit transactions prior to invoicing
  • Changes are reflected immediately in the invoice preview

Deleting​

  • Transactions can be permanently deleted from the table view
  • Deleted transactions will not appear on invoices
  • Deletions should be used carefully, as they remove billable records

Permissions & Access​

Typically accessible by:

  • Warehouse Managers
  • Accounting Users
  • Organization Admins

Customers do not see outstanding transactions directly. Customers only see finalized invoices once generated.

  • Invoices (Hub Page)
  • Generated Invoices
  • All Transactions
  • Manual Charges
  • Shipping Orders
  • Inventory Orders