The Transactions tab on a record now uses the Dazos design: a cleaner list, a quick form for adding charges, a redesigned payment form with live totals, and the recurring charge and payment plans shown right inside the tab. Every other tab on a record, such as Intake Opportunities and Activities, gets the same list layout.
Contents
1. Before You Start
2. The Transactions Tab
3. Add a Charge
4. Record a Payment
5. Recurring Charges and Payment Plans
6. Other Tabs on a Record
7. Frequently Asked Questions
1. Before You Start
You will need:
Access to Accounts (or Donors) and to Transactions.
For online card payments, a payment gateway set up by your administrator.
Access requirements: the buttons follow your existing permissions. If you cannot add transactions today, you still cannot after this change.
After the update, refresh your browser once ( Ctrl + F5 ) so the new design loads.
2. The Transactions Tab
Open an Account and click the Transactions tab.
Control | Purpose |
Transaction (N) | How many transactions this account has. |
Add Charges | Opens the Quick create charge form. |
Add Payment | Opens the payment form. |
View Recurring Details | Shows the account's recurring charges inside the tab. |
Manage | Opens the charge plans or the payment plans. |
Column icon (top left of the table) | Choose which columns the list shows. |
Search / Clear | Filter by the values typed in the row under the headers, or clear the filters. |
Show [N] | How many rows a page holds. |
Page X of Y and the arrows | Move between pages. |
Click a column heading to sort by it. The open-in-new-tab icon at the start of each row opens that transaction in a new browser tab. Hover over a row to see its other actions. On a narrow screen the table scrolls sideways and the Title column stays in place.
3. Add a Charge
Click Add Charges. The Quick create charge form opens.
Field | Description | Example |
Transaction Type | Always Charge here. It cannot be changed. | Charge |
Account Name | Filled in with the account you are on. Click the x to clear it, or the magnifier to pick another. | Eric Diamond |
Charge Date | Leave empty to use today's date. | 09-29-2026 |
Assigned To | You, unless you pick someone else. | ITX admin |
Transaction Category | What the charge is for. The list comes from your company's categories. | Housing Rent |
Amount | The charge amount in dollars. | 250.00 |
1. Fill in the required fields (marked with a red star).
2. Click Save charge. The charge appears in the list.
Tip: Go to full form opens the complete charge page with everything you already typed carried over.
4. Record a Payment
Click Add Payment. The Add payment transaction form opens.
1. Choose the Payment method. The line under it tells you whether a processing fee applies.
2. Optionally choose a Payment account. Leave it empty to use the default account.
3. Under Transaction categories, tick each category you are paying and type its amount. The Subtotal adds up as you type.
4. Check the Totals: Amount, Service fee and Grand total. The grand total is also shown at the bottom of the form at all times.
Online payments
For Online Payment the form also asks for the billing address, the card details and the payment schedule.
Option | What it does |
One-Time | The card is charged once when you submit. |
Payment Plan | Charges on a schedule. Choose how long it runs (until canceled, until the patient is discharged, or a set number of times), the frequency, and the day of the month. |
Important: card numbers are encrypted and never stored in the CRM.
Check, Cash and Scholarships
These methods have no processing fee. Enter the check number (for checks) and the payment date, then the categories.
Click Submit payment. The form closes and the payment appears in the list straight away, without the page reloading.
5. Recurring Charges and Payment Plans
Click View Recurring Details, or open Manage and choose Manage charges plans or Manage payment plans. The plans open inside the tab.
Control | Purpose |
Back to transactions | Returns to the transactions list. |
Cancel recurring | Stops an active plan after you confirm. The plan then shows Cancelled. |
Not Applicable | The plan is already cancelled or complete, so there is nothing to cancel. |
Previous / Next | Page through long lists of plans, 10 at a time. |
Status shows Active, Completed or Cancelled as a coloured badge.
6. Other Tabs on a Record
Every tab on a record, such as Intake Opportunities, Activities or Documents, now uses the same list: the title with the count, the tab's own buttons on the right, and the page size and pages at the bottom.
Quick forms opened from these tabs, such as a new Task or Event, use the same two-column layout.
7. Frequently Asked Questions
Q: The page still looks like the old design.
Refresh the browser once with Ctrl + F5 .
Q: Why can't I change the Transaction Type in Quick create charge?
Add Charges always creates a charge. To record a payment, use Add Payment.
Q: I left Charge Date empty. What date is saved?
Today's date.
Q: Why is there no service fee on my check payment?
Processing fees only apply to online payments.
Q: Can I undo Cancel recurring?
No. Set up a new payment plan instead.
Q: Does the page size I pick stay when I search or sort?
Yes, while you stay on the tab.
Need Help?
1. Refresh the page with Ctrl + F5 and try again.
2. Check that the account has the details the form asks for (address for online payments). 3. Contact Dazos support with the account name and what you clicked, and reference CRM-3941.