Transactions - Overview

Created by Belinda Henry, Modified on Mon, Jul 10, 2023 at 5:30 PM by Belinda Henry

Transactions - Overview

The Transactions tab in your account is where you can view, sort, and download all of the transactions that have happened over time.

The list is a history of all transactions that may be important for your accounting purposes, such as managing receivables and metrics. It can also help you plan business initiatives!

Click "Payments"

Navigate to the "Transactions" tab.

Filter By Transaction Status

Transaction Status: View All, Pending, Succeeded, or Failed

Filter By Payment Mode

Payment Mode: View All, Live Mode, or Test Mode

Filter By Source Type

Source Type: View All, Funnel, Website, or Invoice

Filter By "From" Date

Click the "From" field, and select an Invoice Creation Date. This filter retrieves invoices that were created on or after the specified date.

Filter By "To" Date

Click the "To" field, and select an Invoice Creation Date. This filter retrieves invoices that were created on or before the specified date.

Filter By Search

Search for a specific transaction. This can be done using Customer ID, Customer Name, Email Address, Transaction ID, Source ID, Source Name, or Charge ID.