The Payments tab provides a detailed list of all transactions with your most recent at the top.

Sorting Transactions

  • Your most recent transactions will appear first by default, but your Payments Date and Total are sortable by simply clicking them.

Keyword Search & Filtering Tools

  • Use the Keyword Search field to locate specific types of transactions by Customer email, name, totals and more.
  • Locate specific types of payments by adding filter criteria.

Quick Actions

  • Select the Ellipsis symbol in each transaction to quickly access commonly used functions for a payment.

Details Drawer

  • Select any transaction row to pull up the Details Drawer for core transaction details and actionable functions like Refund and Void payments and Sending receipts.
  • This view keeps you on the same page while managing and reviewing your Payments, so you won't lose your place