> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nirvala.in/llms.txt
> Use this file to discover all available pages before exploring further.

# ❓ Billing: FAQs

## Frequently Asked Questions

***

### Q1. How do I add a new transaction for a resident?

> Go to the **Overview Tab** → Click **Log New Transaction** → Choose Top-up or Invoice → Fill required details → Save

***

### Q2. What’s the difference between a Top-up and an Invoice?

* **Top-up:** Adds money to a resident’s petty cash wallet
* **Invoice:** Deducts money for a service or product

***

### Q3. How do I approve or reject a pending transaction?

> Head to the **Pending Transactions Tab** → Click **Approve** or **Deny** in the “Actions” column

***

### Q4. Can I see which staff member handled a transaction?

> Yes. The **“Service By”** column shows the responsible staff on both Overview and Pending tabs

***

### Q5. How do I change approval rules or limits?

> In the **Pending Tab**, click **Settings**\
> You can modify:

* Auto-approval limits
* Post-paid (negative balance) rules
* Available categories/payment methods
* Notification preferences

***

### Q6. How can I find a specific transaction quickly?

> Use filters or the **Search Bar**\
> Filter by: type, resident, category, date, method, or amount

***

### Q7. How do I view a resident’s full billing history?

> Click **Get Statement** in the Overview tab and filter by resident\
> Export history as CSV or PDF

***

### Q8. What does “Pending Approval” mean?

> Transactions awaiting manager/admin review. Not reflected in wallets until approved

***

### Q9. Can I set different approval limits per facility?

> Yes. All settings are **facility-specific** — configure each facility independently via the **Settings** button

***

### Q10. How do I export transaction data?

> Use the **Export** button in Overview or Pending Tabs\
> You can export as **CSV** or **PDF** with applied filters

***

💡 **Looking for something else?**\
Feel free to reach out to us at [support@nirvala.in](mailto:support@nirvala.in) — we’re happy to help!