Understanding Transaction Types and Payment Methods
Every transaction in Cattle360 has two classification fields: Type and Payment Type. Understanding these helps you categorize your records accurately.
Type
The transaction type determines whether the entry counts as money in or money out.
| Type | Description | Dashboard Color |
|---|---|---|
| Income | Money received — sale proceeds, rebates, government payments, etc. | Green |
| Expense | Money spent — feed, veterinary bills, equipment, supplies, etc. | Red |
Payment Type
The payment type records how the transaction was paid or received.
| Payment Type | Description |
|---|---|
| Cash | Cash payment or receipt. |
| Check | Payment by check. When selected, you can enter a Check # for reference. |
| Debit | Debit card transaction. |
| Credit | Credit card transaction. |
| Sale Ticket | Automatically assigned when a transaction originates from an animal sale. This type cannot be manually selected — it is set by the system when animals are sold. |
Sale Ticket Transactions
Sale ticket transactions are special:
- They are created automatically when animals are sold through the animal management system.
- The payment type field is locked and cannot be changed.
- A Sale badge appears next to the type in the dashboard and ledger.
- The transaction shows linked animals as clickable chips — click an animal to go to its detail page.
- Sale ticket income is included in all financial totals and reports.
Tips
- Use the Payment filter in the ledger to view transactions by a specific payment method.
- Check numbers are only tracked for Check payment types.
- Sale tickets always appear as Income transactions.
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