# Managing Transactions

## Managing Transactions

In this article, you get a quick overview of all the most important information about managing Transaction data.

<figure><img src="/files/zDaBQuCanxMye1BAJGsl" alt=""><figcaption></figcaption></figure>

Below you will find described operations that you can perform on Transactions.

The actions which you can take:

* if the Transaction wasn’t matched:
  * Edit Transaction
  * Match with member
  * See details
* if the Transaction was matched:
  * See details

***

### Matching Transactions

Typically, Transactions are tied to a specific Member. However, if you create a Transaction using the system and don't match it to a Member, as an Administrator you can do so later.

{% hint style="success" %}
**MATCHING TRANSACTIONS**

#### From the '**Add transaction'** button:

![](/files/OkqC94gO2hUPuhCjVJzA)

1. Click **ADD TRANSACTION**
2. Select **Match transaction with a member**
3. Insert **Member** data (ID, e-mail, phone number of loyalty card number) and **Document number**
4. Click **MATCH**

![](/files/Xmx8GqJEOLUE1wHH11b3)
{% endhint %}

***

{% hint style="success" %}
**MATCHING TRANSACTIONS**

#### From selecting a specific Transaction in the Transaction list:

![](/files/TwojZO1TndpB68YvWGVh)

1. Select **Transaction**
2. Click the context menu
3. Select **Match with a member**
4. Insert **Member** data (ID, e-mail, phone number of loyalty card number)

![](/files/83esnfbCwib5OCCwz6Wi)
{% endhint %}

It's possible to match a transaction with a member from a Single Transaction view:

<figure><img src="/files/CoIwTDsW68VuybvYtDQA" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
Transaction cannot be matched with an **inactive** member in the Admin Panel. \
This action can be performed via the API only.
{% endhint %}

***

### Editing Transactions

In this part, you will learn what Transactions you can update and how to do it. To update a Transaction, first, you have to check that the Transaction hasn’t been matched - only such Transactions can be updated.

{% hint style="success" %}
**To update Transaction:**

![](/files/4IccIEiFmN6QZPs13BQl)

1. Choose unmatched Transaction
2. Click the context menu
3. Click **Edit transaction**
4. Make changes
5. Click **EDIT TRANSACTION** to save changes
   {% endhint %}


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