Transactions
Available via: Dashboard only
Transactions is where you follow every movement of money on your account. Click Transactions in the sidebar to open it.
Tabs
| Tab | What you find there |
|---|---|
| Payments | Your customers' payments. Refund and capture payments, and create a payment. See Payments. |
| Payouts | Your withdrawals to your bank accounts and wallets. Approve payouts. See Payouts. |
| Deposits | The bank transfers you receive on your virtual accounts. See Deposits. |
| Currency conversions | Your conversions between USD and EUR. See Currency Conversions. |
| All activity | Every movement on your balance in one list. See All Activity. |
Each tab needs access to what it lists: payments, payouts, deposits, swaps or activity. You only see the tabs your role has access to. See Roles and Permissions.
Finding a Transaction
Every tab works the same way:
- Search for a record, pick a date range with Select dates, and filter by Status, or by Type on All activity.
- Click + next to the filters to add more: Amount and Currency on every tab, plus Payment method, Customer ID, Coupon ID and Payment link ID on Payments, and Payout method on Payouts.
- Click Columns to choose which columns are shown.
- Click Export to download the list as a CSV file. The file follows the search and filters you've applied.
- Click a row to open its details. Payments, payouts and deposits each have their own page.
Updated about 4 hours ago
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