Types of Transactions
There are two main types of transactions in the module:
Single Charges
One-time transactions manually added by users
Standalone entries that do not repeat
Created when a user needs to record a specific charge or payment
Recurring Charges
Automated transactions that are generated on a scheduled basis
Can be set to repeat weekly, monthly, or other intervals
The first transaction in the series is always manually initiated by a user
How Charges Are Created
When a user adds a charge to an account, they select one of two options:
Single Charge: Creates a one-time transaction entry
Recurring Charge: Sets up automation to generate transactions on a scheduled basis
The initial transaction in any recurring series is always user-initiated. The user chooses whether the charge should be standalone or the start of a recurring cycle.
Why Recurring Transactions Stop Generating
If recurring transactions are no longer being created automatically, this typically occurs due to:
The recurring schedule has reached its specified end date
The automation toggle wasn't enabled for recent charges on the account
Changes in account status that paused the automation
Tips & Notes
💡 Tip: All transactions, even those in a recurring series, originate from a user action. The system never creates charges without initial user setup.
⚠️ Note: If you need to identify who created a specific recurring transaction, check the transaction details to see which user set up the original charge that started the series.
Related Resources
For assistance with specific transaction issues or to modify recurring charges, contact Dazos Support.