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:
- In the top menu, click My Profile.
- Click the Transactions tab.
Headings on the Transactions tab
|ID||The transaction ID for the processed transaction.|
|Date||The date and time the transaction was processed.|
|Location||The location where the transaction was processed.|
|Purchase||The name of the item purchased.|
|Payment Type||The type of payment method used to process the transaction, along with the last four digits of the card used.|
|Credit Card Type||The type of credit card used for the transaction, such as Mastercard or Visa.|
|State||The current status of the transaction.|
The list of transaction status includes:
|Debit||The value of the debit transaction.|
|Credit||The value of the credit transaction|
|Action||An expandable menu that allows your client to email or print the receipt.|
Advanced filters on the Transactions tab
|Payment Method||Use this filter to determine which transactions to include based on the payment methods used.|
|Transaction Status||Use this filter to determine which transactions to include based on their transaction status.|
|Locations||Use this filter to determine which transactions to include based on the business location(s) where the transactions were made.|
|Credit Card Type||Use this filter to determine which transactions to include based on the payment methods used to complete the transactions.|