Transactions
How to Upload Flow Transactions into BillFin
Uploading flow transactions on the fees page will trigger BillFin to adjust either the billable assets (if billing in arrears) or the next fee (if billing forwards) based on flows in the upload. Here are links to other articles that will further ...
Transaction Calculations for Forwards Billing
If a transaction happens mid-period, because you bill forwards, BillFin will apply either a positive or negative fee adjustment in the upcoming billing cycle depending on whether money is deposited into or withdrawn from an account. A fee prior to ...
How to Add Flow Transaction Codes
Flow transaction codes help BillFin identify transactions and whether they should be treated as a deposit or withdrawal. If you have a connector and wish to sync in transactions to adjust fees, you must first setup the desired flow transaction codes. ...
Transaction Calculations for Arrears Billing
Transaction Calculations for Arrears Billing If a deposit happens mid-period, because you bill in arrears, BillFin takes the actual end of period account value and then subtracts the result of the amount of the deposit multiplied by the number of ...