How to Read Transactions and Set Up Receipts in WB Listora

How to read transactions and set up receipts in WB Listora Pro, step by step: open Listora, then Monetization, then Transactions, read the credit ledger and the payments list, set the business details, tax and receipt number prefix at Listora, then Settings, then Credits, then Receipts, and see the receipt a member opens from their Credits tab.

Transcript

In this tutorial you will read transactions and set up receipts in WB Listora, so you can see who paid, who spent credits, and what a receipt shows. You need WB Listora Pro, installed and active. It takes about four minutes. There are five steps. Open Transactions. Read the credits. Read the payments. Set up receipts. Then see a receipt as a member. Step one. Open Transactions. In your WordPress admin, go to Listora, then Monetization, then Transactions. Four cards sum up the last thirty days: money received, credits spent, credits added, and members with activity. Export CSV, at the top right, downloads the list. Step two. Read the credits. The Credits tab lists every credit added, held, spent or returned, member by member. Type tells you why. Top-up added credits. Spent paid for something. On hold is credit set aside, and Refund returns it. For names the listing. Step three. Read the payments. The Payments tab lists money paid for credits. Each row shows the buyer, the amount, whether it completed, the gateway used, and the invoice number. Step four. Set up receipts. In Listora, then Settings, then Credits, open the Receipts tab. Receipt Business Details is printed at the top of every receipt. Below, set a Tax rate and a Tax label, and the prefix for receipt numbers. Then click Save Changes. Step five. See a receipt as a member. In My Dashboard, the Credits tab lists each transaction, with View receipt beside it. The receipt shows your business details, the invoice number and what was paid for. That is all five. Open Transactions, read the credits, read the payments, set up receipts, and see a receipt as a member. You can now see every credit and payment, and decide what a receipt shows. Next in this series: Run a Post a Need marketplace.