Service Transactions

Updated: 2026-08-10

1. Scenario

Service Transactions is used to review charge, refund, and additional-charge records generated by business billing.

Use this page when you need to:

• Check which fees were generated for a business order.
• Review billable transactions before generating a bill.
• Refund, add an additional charge, re-bill, or invalidate unbilled transactions.
• Import service transactions records from a prepared file, or export the current query result.

2. Open Service Transactions

Path: Fee Management > Service Transactions

After opening the page, filter by customer, warehouse, business order number, transaction number, or billing time, then click Search.

3. Review Detail Perspective Transactions

Detail Perspective is used to review transactions one by one. Row-level actions such as Refund, Additional, and fee detail review are handled in this view.

1. Switch to Detail Perspective.
2. Find the target transaction.
3. Check the amount, fund type, refund status, billing status, processing status, and bill status.

4. Review Fee Details

1. In Detail Perspective, click the blue transaction number.
2. Review the basic fee information in the detail dialog.
3. Use the tabs in the dialog to review fee lines, related transactions, attachments, or operation logs if needed.

5. Review Business Dimension Summary

Business Dimension groups records by business order number. Use it to review total charge amount, refund amount, net amount, and transaction count for one business order.

1. Switch to Business Dimension.
2. Find the target business order number.
3. Check the summarized amounts for that business order.

6. Review Business Transaction Details

1. In Business Dimension, click the blue business order number.
2. Review the summary information in the transaction detail dialog.
3. Check the transaction list under the same business order.

7. Add a Service Transactions Record

1. In Detail Perspective, click Add.
2. Select the customer, warehouse, and billing type.
3. Enter the business order number, amount, and note.
4. Upload an attachment if supporting files are needed.
5. Click Confirm.

8. Refund a Transaction

1. In Detail Perspective, find the target transaction.
2. Click Refund in the row actions.
3. Check the original amount, refunded amount, and refundable amount.
4. Enter the refund amount and refund note.
5. Click Confirm.

9. Add an Additional Charge

1. In Detail Perspective, find the target transaction.
2. Click Additional in the row actions.
3. Check the customer, warehouse, business, and quotation information carried over from the original transaction.
4. Enter the amount and note, and upload an attachment if needed.
5. Click Confirm.

10. Re-bill Transactions

1. In Detail Perspective, select the transactions that need to be recalculated.
2. Click Rebill.
3. After the page confirms the action, wait a moment and refresh the list to check the latest result.

11. Generate a Bill

1. Select the transactions that need to be billed.
2. Click Generate Bill.
3. Enter a note if needed.
4. Click Confirm.

12. Invalidate Transactions

1. Select the transactions that need to be invalidated.
2. Click Cancel.
3. Review the prompt and click Confirm.

13. Import Service Transactions Records

1. Click Import.
2. In the import dialog, download the template.
3. Fill in the template and upload the prepared file.
4. Click Confirm.

14. Export Service Transactions Records

1. Use filters to confirm the export scope.
2. Click Search to refresh the list.
3. Click Export.
4. The system exports the current result as a file.

15. Preview Storage Fee Adjustment

Storage Fee Adjustment is used to preview how SKU size or weight changes may affect storage fee transactions.

1. Click Storage Fee Adjustment.
2. Select the SKU and cycle.
3. Click Inquiry to view affected transactions.
4. If trial calculation is needed, enter the new length, width, height, or weight, then run recalculation.

16. Additional Notes

• Refund is shown only for refundable original charge transactions. Billed, invalidated, not successfully processed, fully refunded, refund-generated, or additional-charge-generated transactions cannot be refunded again.
• Additional is shown only for original charge transactions that can still be appended. Billed, invalidated, refund-generated, or additional-charge-generated transactions cannot be appended again.
• Rebill, Generate Bill, and Cancel require selected transactions first. If the selection includes billed or invalidated transactions, the page blocks the action.
• When an invalidated transaction has related refund or additional-charge records, the page may show the affected relationship and ask you to confirm before continuing.
• Storage Fee Adjustment is for preview and trial calculation only. It does not directly change the original transaction and does not automatically create a new transaction.
• Import files only support .xls or .xlsx. Download the page template before preparing the file.

17. FAQ

Q1: Why can't I see the Refund button?

A1: The transaction does not meet the refund conditions. Common reasons are that it is already billed, already invalidated, not an original charge transaction, or has no refundable amount left.

Q2: Why can't I use Rebill, Generate Bill, or Cancel after selecting transactions?

A2: Check whether the selection includes billed or invalidated transactions. Batch actions require only currently actionable transactions.

Q3: Why does the list not change immediately after re-billing?

A3: Rebill needs time to recalculate the result. Wait a moment, refresh the list, then check the amount and status again.

Q4: Does Storage Fee Adjustment change the original transaction?

A4: No. It is used to query affected transactions and preview the difference. The original transaction is not changed until an actual adjustment is confirmed through the relevant workflow.