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.

The Transactions tabs

Tabs

TabWhat you find there
PaymentsYour customers' payments. Refund and capture payments, and create a payment. See Payments.
PayoutsYour withdrawals to your bank accounts and wallets. Approve payouts. See Payouts.
DepositsThe bank transfers you receive on your virtual accounts. See Deposits.
Currency conversionsYour conversions between USD and EUR. See Currency Conversions.
All activityEvery 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.

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