Adding a transaction via the client file

This procedure outlines the steps to add a transaction directly from a client's record using a Web form, and then import it into Prodon Web.

From the main menu, click on “Clients” to access the client database.

Use the search bar to find the relevant client.
Enter a name, client number, or any other relevant information.

Once the client is identified, click on their row in the list to access their detailed record.

In the client record, click the “Add a Transaction” button.

Using the dropdown menu, choose the appropriate Web form, then click “Confirm” to proceed.

Fill in all required fields carefully (amount, description, date, etc.).

Select the payment method corresponding to the transaction (credit card, check, etc.), then click “Confirm”.

Once the transaction is saved, a complete summary will be displayed.

Return to Prodon Web, go to the “Transactions” menu, then click on “Imports”.

Click on “Import” to begin the data import process.

The import runs in the background.
During data import, you can continue to use Prodon.

Once the import is complete, a confirmation message will appear on the screen.
Click “OK” to finish the operation.

Further information is available in our Frequently Asked Questions, accessible in the following documentation:
FAQ – Adding a Transaction via the Client Record