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.
Summary cards on the Transactions tab
Heading | Description |
Total Payments | The total of number transactions that took place during the selected date range. |
Total Amount | The total amount of all payments made. |
Failed Payments | The total number of failed payments that occurred during the selected date range. |
Total Amount Failed | The total amount of all the failed transactions that occurred during the selected date range. |
Credit | The 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
Heading | Description |
Purchase ID | The Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt. |
Transaction ID | The 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. |
Date | The date and time the transaction was processed. |
Location | The location where the transaction was processed. |
Item | The name of the item purchased. |
Total Amount | The total amount of the item purchased. |
Payment Method | The type of payment method used to process the transaction, along with the last four digits of the card used. |
Payment Status | The current status of the transaction. The list of transaction status includes:
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Debit | The amount manually debited to a client’s account balance by a staff member. |
Credit | The 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. |
Action | An expandable menu that allows your client to email or print the receipt. |
Advanced filters on the Transactions tab
Filter | Description |
Location | Use 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 Method | Use this filter to determine which transactions to include based on the payment methods used. |
Payment Status | Use this filter to determine which payments to include based on their payment status. The list of payment statuses includes:
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