Finance shows the user's account balance and transaction history inside the app.
What users can do here
- review the current balance
- scroll through transaction history
- top up the balance when available
- open invoices
- open attached receipts or other finance documents
Top-up flow
When top-up is enabled, the app can open a payment window where the user:
- confirms the description and amount
- chooses a payment method
- completes the payment
Supported payment methods depend on the environment, but may include online payment methods and terminal-based payment.
What users will see in the list
- date and description
- debit or credit effect
- invoice icon when an invoice is available
- attachment icon when supporting material is available
Good practice
- review the balance before operations that depend on prepaid credit
- open receipts or invoices from the transaction list when needed
- wait for payment confirmation before retrying a failed top-up