Reporting: Transactions

Comprehensive Transaction Reporting

1. Search Filters. You can filter transaction records by date, payment type (cash, check, credit card, payment terminal, ACH / bank account), and payment status (failed, voided, refunded, processing, partially refunded, successful).

2. Reload / Export. Click Export CSV to generate a CSV of displayed transaction records and reload the transactions report.

3. Stats. Here you will find the number of currently displayed transaction records and their total monetary amount.

The Transactions Reporting page allows you to filter transaction records by date, payment type, and status. 

Transaction Statuses:

Failed transactions were attempted but could not be processed.

Voided transactions were cancelled and not processed.

Refunded transactions were successfully processed to the recipient's account. 

Processing transactions are ACH transactions that are not yet fully processed. ACH transactions typically take 3-5 business days (or longer) to complete.   

Partially Refunded transactions are refunds on a portion of an invoice.

Successful transactions have been successfully processed.   

You can click the Invoice button to view an invoice for a transaction.