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A transaction is any movement of funds in or out of a customer’s wallet. Every lead assignment, deposit, refund, buy-order hold, and manual adjustment produces a transaction record. Collectively, a customer’s transactions are the ledger behind their current wallet balance.

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Where transactions appear

  • Customer panel → Billing → Transactions — What customers see for their own account
  • Tenant panel → Customers → [Customer] → Transactions tab — Full transaction history for any customer
  • Webhooks — The Transaction Updated webhook event fires whenever a transaction is created or modified
Each transaction shows the timestamp, amount, event type, a description, and (when applicable) a link to the related record—for example, a “Lead Assigned” transaction links to the lead it paid for.

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Event types

Every transaction carries an event type describing why it was created:

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Holds vs. charges

Buy orders are a special case. When a customer places a buy order, funds are held rather than charged. Held funds still appear as transactions in the ledger—that’s how the wallet balance reflects reserved amounts correctly—but no money has actually moved to you until the buy order executes. If it never executes (the lead sells to someone else, the customer cancels, the auction expires), a matching Canceled or Released Buy Order transaction reverses the hold.
Because holds use the same wallet mechanism as charges, a customer with 500availableanda500 available and a 50 buy order in place will show a $450 spendable balance even though the hold hasn’t become a charge yet. The transaction list makes the distinction visible.

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Adjustments and reconciliation

Funds Added By Tenant and Funds Subtracted By Tenant exist for the moments when real life and the system get out of sync—issuing a credit to a customer for a quality complaint, correcting a mistake, or reconciling with an external billing system. Both accept a description so your team can record the why alongside the what; descriptions are visible to the customer in their portal. These adjustments don’t charge a payment method—they only move virtual wallet funds.

Managing customer finances

Fund a wallet, remove funds, and review every transaction in the ledger.