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How to create a transaction

Learn how to create a transaction manually and manage payments made by referred customers.

Damjan avatar
Written by Damjan
Updated over 2 months ago

In Tolt, transactions are the payments made by referred customers. Typically, these transactions generate commissions for the partner, but this depends on how your commission flow is set up. Transactions recorded here mirror the ones from payment processors like Stripe, Paddle, or Chargebee.

To create a transaction manually, follow these steps:

  1. Go to the Tolt app.

  2. Navigate to the Customers page.

  3. Select Transactions.

  4. Click on Create transaction.

  5. Enter the transaction details:

    • Amount

    • Customer email

    • Date of the transaction

Once the transaction is created, it will be tracked alongside any commissions or payouts tied to the referral.

Here's a quick video guide:

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