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.

    Headings on the Transactions tab

    HeadingDescription
    IDThe transaction ID for the processed transaction.
    DateThe date and time the transaction was processed.
    LocationThe location where the transaction was processed.
    PurchaseThe name of the item purchased.
    Payment TypeThe type of payment method used to process the transaction, along with the last four digits of the card used.
    Credit Card TypeThe type of credit card used for the transaction, such as Mastercard or Visa.
    StateThe 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.
    • Processing – The transaction is being processed by the gateway.
    • 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 value of the debit transaction.
    CreditThe value of the credit transaction
    ActionAn expandable menu that allows your client to email or print the receipt.

    Advanced filters on the Transactions tab

    FilterDescription
    Payment MethodUse this filter to determine which transactions to include based on the payment methods used.
    Transaction StatusUse this filter to determine which transactions to include based on their transaction status.
    LocationsUse this filter to determine which transactions to include based on the business location(s) where the transactions were made.
    Credit Card TypeUse this filter to determine which transactions to include based on the payment methods used to complete the transactions.
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