Navigating the Billing Account Page

Publishing Panel: Unveiling Your Transactions with the Billing Account

Billing Account Overview

The Billing Account section in the Publishing Panel offers a detailed view of your financial activities. It shows important details like your total balance, credit and debit transactions, and start and end dates, making it easier to track and record your finances.

How to Access Your Billing Account

In the Publishing Panel, click on Billing Account.

Features of the Billing Account Page

  1. Total Balance: Shows the net amount in your bookstore's account after deducting debits from credits.
  2. Credits: Displays the income from book sales within a certain period.
  3. Debits: Shows the amounts taken out for vendors' shares from book sales during the specified time.
  4. Start Date and End Date: Let's choose the period for which you want to see financial data.
  5. User: Shows who made the transactions, providing clarity on financial activities.
  6. Download Excel File: Allows you to download all financial data as an Excel file for easy record-keeping and accounting.
Note: Only the bookstore owner can see all financial transaction details. Administrators can view the billing account but only see transactions related to their book purchases. Vendors can access financial details related to their book sales.
 
FAQ(s)

1. What is the Billing Account section in the Publishing Panel?
The Billing Account section provides a detailed overview of financial activities within your bookstore, showcasing crucial information like total balance, credits, debits, and transaction details.

2. How can I access my Billing Account?
You can access the Billing Account by clicking on the "Billing Account" option within the Publishing Panel.

3. What information does the Billing Account page display?
It includes:
  1. Total Balance: The net amount after accounting for debits and credits.
  2. Credits: Income from book sales within a specific period.
  3. Debits: Amounts deducted for vendor shares from book sales during the specified time.
  4. Start Date and End Date: Allows selection of a specific period for viewing financial data.
  5. User: Indicates the individual responsible for the transactions, offering clarity on financial activities.
  6. Download Excel File: Permits the download of all financial data as an Excel file for ease of record-keeping and accounting purposes.
4. Who can view the Billing Account details?
  1. Bookstore Owner: Can access all financial transaction details.
  2. Administrators: Have access to the Billing Account but can only view transactions related to book purchases they've made.
  3. Vendors: Vendors have access to specific details concerning the sales of their books.
  4. Vendor assistant: Have access to the Billing Account but can only view transactions related to book purchases they've made.
5. Can I export my financial data for external use?
Yes, you can download all financial data in an Excel file format, allowing for external record-keeping and accounting purposes.

6. Are there any limitations in accessing financial transaction details?
Yes, access to detailed financial data is restricted based on roles within the platform. Only the bookstore owner has full visibility into all financial transactions.

7. Can I filter financial data based on specific criteria, such as date or user?
Yes, you can specify the start and end dates to view financial data for a particular period. Additionally, the User section provides insights into transaction origins.

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