Transaction statuses and management
Updated
To view the Transactions list, select the Transactions tab on the left sidebar.
The default view is the current day's transactions with the most recent payment processed at the top of the list.
The Client name will be reflected in one of three ways: the name of the Cardholder of the card used to make payment, the client associated using the Associate Client with Payment feature or the client information entered in the Pay by Link form.
To download a Checkout Summary as a PDF, select the 3 vertical dots to the right of the transaction line and choose Download.
Searching transactions
The list can be filtered using the query tools. All transaction searches must begin with a filter by Date or Date Range. Once a date range is selected, you may further refine your search using additional filters such as Payment Method, Status, or Amount. For locating a specific transaction, you can also search by Client Name or values added in the Invoice Number field.
To return to the current day's transactions, click the Clear Filters link.
Select the purple Export button in the top right corner to download the list of transactions as a CSV file.
The Totals Sales, Total Cards, and Total Refunds widgets will reflect the totals for your current day or your filtered transaction list.
