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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 portal → Billing → Transactions is what customers see for their own account (Billing).
  • Tenant panel → Customers → [Customer] → Transactions tab shows the full transaction history for any customer.
  • In Webhooks, the Transaction Updated webhook event fires whenever a transaction is created or modified.

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The Transactions tab

Open a customer and switch to the Transactions tab. Totals across the top show the number of Transactions, total Deposits and Withdrawals, and Net (deposits minus withdrawals) for whatever you’ve filtered to.
Customer Transactions tab with Transactions, Deposits, Withdrawals, and Net totals above a table of transactions with date, amount, event, and transaction IDCustomer Transactions tab with Transactions, Deposits, Withdrawals, and Net totals above a table of transactions with date, amount, event, and transaction ID
Each row shows these columns. Search matches the transaction ID. Use Filters to narrow by Type (Deposit or Withdraw) and Event, and sort by date or amount. The footer shows the Filtered total.

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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 $500 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, such as 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.