Who This Is For / When to Use
Use the Transactions tab if you need to:
Review payment history for accounting or reconciliation
Track sales, refunds, and payment activity
Verify transaction details such as payment method or card data
Export transaction data for reporting or analysis
How to Access the Transactions Tab
Navigate to Payments.
Select Transactions.
This opens a full list of all transactions associated with your account.
Transactions List Overview
The Transactions list displays all payment activity in a single table view.
From this view, you can:
See a complete history of transactions
Sort transactions by column values
Search for specific transactions
Filter transactions by multiple criteria
Export transaction data
Each row represents a single transaction.
Filtering and Searching Transactions
You can narrow down the Transactions list using filters and search tools.
Available Filters
Status (for example: completed, refunded)
Payment Mode
Source Type
Date Range Search
Filter transactions by a specific date range
Example: January 1, 2022 – January 31, 2022
Transaction Search
Search for a specific transaction using:
Customer ID
Customer name
Email address
Transaction ID
Source ID
Source name
Filters can be combined and adjusted at any time.
Customizing the Transactions Table
You can customize what information appears in the Transactions list.
This allows you to:
Show only the data fields you need
Hide unnecessary columns
Sort the list based on your workflow
Changes apply only to your view and do not affect other users.
Viewing Transaction Details
To view detailed information for a specific transaction:
Go to Payments.
Select Transactions.
Open the transaction and choose View Details.
The Transaction Details view provides a clear breakdown of:
Payment method
Card brand (if applicable)
Last four digits of the card (if available)
Card expiration date (if available)
Transaction history
Cancellation date (if applicable)
End date (if applicable)
Total number of completed payments
If certain data is unavailable, the system displays a fallback message instead of leaving the field blank.
Exporting Transactions
You can export transaction data for external use.
How to Export
Open Payments > Transactions.
Select the Export button in the top-right corner.
The export downloads an Excel (CSV) file.
Included Export Fields
The CSV export includes key transaction details such as:
Payment method
Currency
Subtotal
Discounts
Tax amounts
Late fees
Tips
Coupon codes
Refund information
This export is commonly used for accounting, reporting, and performance analysis.
Common Issues and Fixes
Transactions Are Missing From the List
Confirm the correct date range is selected
Remove filters to ensure results are not being excluded
Verify the transaction was completed successfully
Export File Is Incomplete
Ensure filters are set correctly before exporting
Re-export after refreshing the Transactions page
FAQ
How do I access the Transactions tab?
Navigate to Payments > Transactions.
What types of transactions are shown?
The Transactions tab shows all payment-related activity, including sales and refunds tied to your account.
Can I customize what information is displayed?
Yes. You can customize visible columns, apply filters, and sort the list to match your needs.
How do I search by date range?
Use the date filter and enter your desired start and end dates, such as January 1, 2022 through January 31, 2022.
Can I search for a specific transaction?
Yes. You can search using customer details, transaction ID, source ID, or source name.
What payment method details are visible?
For card payments, the system displays card brand, last four digits, and expiration date when available. Non-card payment methods show all relevant available data.
How can transaction data help my business?
Transaction data supports accurate accounting, receivables management, performance tracking, and business planning.