The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all transactions, which you may also download via an Excel file.
The list gives you a history of all transactions which may be important for your accounting purposes such as managing receivables, managing metrics and goals for your team, planning business initiatives, and more.
How to access:
- Navigate to payments>Transactions
Within the list of all transactions you can customize what information is displayed.
Here’s an overview of each option:
- Filters: view Status, Payment Mode or source type
- Search for a period of time using dates – such as January 1, 2022 – January 31, 2022
- Search for a specific transaction. This can be done using customer ID, name, email address, transaction ID, source ID, or source name
You can customize what filters for information you wish to display, and you can sort the list as needed.
If you do want to download the data for use or analysis elsewhere, you can export/download an Excel file conveniently and easily using the button in the top right corner.
FAQs
1. How do I access the Transactions tab?
- You can access the Transactions tab by navigating to Payments > Transactions.
2. What kind of transactions can I view?
- You can view all transactions, including sales, refunds, and other payment activities related to your account.
3. Can I customize the information displayed in the transaction list?
- Yes, you can customize the filters to display specific information such as Status, Payment Mode, or Source Type.
4. How can I search for transactions within a specific date range?
- You can search for transactions by entering your desired date range, for example, from January 1, 2022, to January 31, 2022.
5. Is there a way to search for a specific transaction?
- Yes, you can search for specific transactions using criteria such as Customer ID, Name, Email Address, Transaction ID, Source ID, or Source Name.