Transactions refer to the payments coming into 
iClosed form the payment processor, integrated directly - Stripe, or any other via Make or Zapier.
All such payments will be saved as Transactions.
Transactions are available with Business and Enterprise subscription plans.
The reason why we save payments in transactions is precision. We wanted to ensure that your sales team is adding exact amount of the deal value that you are actually getting paid by your customers.
Instead of filling out deal amounts manually, your sales representatives can simply open Transactions from the deal section while adding "Sale" outcome and connect all payments associated with the lead, which will keep your revenue data accurate.
How to access Transactions
Main Transactions menu is accessible from 
Global Data > Deals tab, but alternatively you can access them from Sale Outcome - Deals step and from leads Contact Card - "Add deal" button.
Here's how to access it from Global Data > Deals tab:
Click on Deals tab
Inside the deals tab, you will see a button for Transactions. Click on it.
A popup will appear with all your incoming transactions
Understanding Transactions table
Your transactions table will show you from which email the transaction was made, phone number, description, name, value, transaction date and source.
The table is divided into two parts:
Pending - Transactions that haven't been connected with any deal yet
Synced - Transactions that have been added to a deal
How to use Transactions
To add a transaction while adding a new deal or while adding a strategy call outcome as Sale, follow the steps below:
Click on "+ Add deal value & date from transactions" button
A popup will appear with all your transactions details
Search for the transaction by email or phone number
Select the transaction by clicking on it, review the details at the bottom of the popup and click on Use selected transactions
Deal value and deal date will be auto populated from transaction value and date.
You can not edit the deal value, but you can change the deal date if you want.
Choosing secondary email in case of multiple transactions with different emails
In case you select multiple transactions coming in from different emails, you will be asked to select the secondary email that you will like to add to the contact.
From the popup, choose the email that you want to add as secondary email.
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