Client Web App: Viewing transactions

The Transactions tab displays all the transactions, such as purchases or refunds, made by a client at your business. Clients can view their transaction history, print their receipts, or email themselves copies of their receipts.

In this article:

    To view the Transactions tab

    1. In the top menu, click My Profile.
    2. Click the Transactions tab.

    Summary cards on the Transactions tab

    HeadingDescription
    Total PaymentsThe total of number transactions that took place during the selected date range.
    Total AmountThe total amount of all payments made.
    Failed PaymentsThe total number of failed payments that occurred during the selected date range.
    Total Amount FailedThe total amount of all the failed transactions that occurred during the selected date range.
    CreditThe total amount credited to clients’ account balances during the selected date range. This column will also include the credits from account tab Purchase Options along with the remaining value of any dollar value gift cards in the client’s account balance.

    Headings on the Transactions tab

    HeadingDescription
    Purchase IDThe Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt.
    Transaction IDThe Transaction ID for the sale. The Transaction ID can also be found on the Transaction details page. For more information see, Viewing a client’s Transaction page.
    DateThe date and time the transaction was processed.
    LocationThe location where the transaction was processed.
    ItemThe name of the item purchased.
    Total AmountThe total amount of the item purchased.
    Payment MethodThe type of payment method used to process the transaction, along with the last four digits of the card used.
    Payment StatusThe current status of the transaction.

    The list of transaction status includes:

    • Authorization error – The credit card authorization was unsuccessful.
    • Authorized successfully – The credit card authorization was successfully processed.
    • Error during refund – The refund was unsuccessful.
    • Failed – The transaction was unsuccessful.
    • Pending – The transaction is undergoing cardholder verification.
    • Purchase Error – The transaction was successful, but the purchased item, such as a Purchase Option, failed to appear in the client’s profile. This can occur when a temporary server issue interrupts the purchase. If the purchase was made using a credit card, the transaction will be voided after 30 minutes, and this payment status will be changed to Voided. If the purchase was made using ACH, cash, check, gift card, or the client’s account balance, then the transaction must be refunded.
    • Refund – The transaction is a refund for a prior successful transaction.
    • Refunded partially – The transaction was partially refunded.
    • Successful – The transaction was successfully processed.
    • Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds.
    • Waiting for settlement – The ACH transaction is being processed and will take up to 14 business days to settle.
    DebitThe amount manually debited to a client’s account balance by a staff member.
    CreditThe amount manually credited to a client’s account balance by a staff member. This column will also include the credits from account tab Purchase Options along with the remaining value of any dollar value gift cards in the client’s account balance.
    ActionAn expandable menu that allows your client to email or print the receipt.

    Advanced filters on the Transactions tab

    FilterDescription
    LocationUse this filter to determine which transactions to include based on the business location(s) where the transactions were made. This filter will only appear if your business has more than one location.
    Payment MethodUse this filter to determine which transactions to include based on the payment methods used.
    Payment StatusUse this filter to determine which payments to include based on their payment status.

    The list of payment statuses includes:

    • Authorization error – The credit card authorization was unsuccessful.
    • Authorized successfully – The credit card authorization was successfully processed.
    • Error during refund – The refund was unsuccessful.
    • Failed – The transaction was unsuccessful.
    • Pending – The transaction is undergoing cardholder verification.
    • Purchase error – The transaction was successful, but the purchased item, such as a Purchase Option, failed to appear in the client’s profile. This can occur when a temporary server issue interrupts the purchase. If the purchase was made using a credit card, the transaction will be voided after 30 minutes, and the Purchase Error payment status will be changed to Voided. If the purchase was made using ACH, cash, check, gift card, or the client’s account balance, then the transaction must be refunded.
    • Refund – The transaction is a refund for a prior successful transaction.
    • Refunded partially – The transaction was partially refunded.
    • Successful – The transaction was successfully processed.
    • Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds.
    • Waiting for settlement – The ACH transaction is being processed and will take up to 14 business days to settle.
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