Navigate to the Payments tab, then select the Transactions option to begin.
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Date Range
The Date Range filter allows you to specify a timeframe for viewing transactions. You can select custom date ranges from the calendar dropdown to refine the results, making it easier to analyze transactions based on specific periods.
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Search
Effortlessly locate a transaction by entering a few characters of the customer's name or email address.
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Filters
Apply Status, Payment Mode, or Source Type filters to view transactions that satisfy specific criteria.
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Export
Select this option to export the transactions list for offline access. The user initiating the export will receive an email containing a secure link to download the exported data.
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Transactions Table
Customer
This column displays the name of the contact associated with the transaction.
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Provider
View the payment integration used for the transaction in this column.
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Source
Shows the specific funnel, store, calendar, or other medium from which the transaction originated.
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Transaction Date
This column displays the date and time the status of the transaction was last updated based on the account timezone.
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Amount
The cost of the products purchased can be viewed here.
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Status
The Status column provides valuable information regarding the outcome of each transaction, indicating whether it was successfully completed, failed, or refunded.
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Actions Menu
Click the three dots associated with each transaction to view full transaction details, or issue a refund.
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By leveraging the filters, search functionality, and detailed transaction data in the Transactions tab, you can maintain accurate financial records and gain valuable insights into your payment operations.