How can I view my transactions ?

Updated: 05/24/2022
Article #: 7


To view your transactions:

  1. Use the date range dropdown at the top of the screen to specify the date and time range. 
  2. Select a filter if you'd like to view a specific payment type.   
  3. Click on a column header to filter your data in ascending or descending order of that header.  
  4. You will see a listed of all transactions that meet your filter/search criteria. Click on a transaction to see its details. 
  5. To download and print your list of transactions, click the Export icon in the top right corner of the screen and select CSV file from the dropdown.

  • You can associate a customer with a transaction under Transaction Details if you haven't done so already.
  • To email, SMS, or print a receipt, click on the desired option from Transaction Details panel.

Tutorial on how to view transactions







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