What is the Transactions Page?
The Transactions page provides a comprehensive overview of your transaction history. On this page, you can easily access important transaction details such as:
Transaction ID: A unique identifier for each transaction.
Payer: The client associated with the transaction.
Transaction Type: Indicates whether the transaction was a Payment, Refund or Return.
Payment Method: Shows whether the payment was made via ACH (Automated Clearing House) or Credit Card (CC).
Total Transaction: The full amount of the transaction.
Transaction Fee: The fee charged for processing the transaction.
Net Amount: The amount after the transaction fee is deducted.
Viewing Transaction Details
The Transaction Details Page provides an in-depth view of each transaction, allowing you to access key information quickly. You can access this page by going to Transactions > locate the transaction you want to review > click on the Transaction ID #.
Understanding the Transaction Details Page Layout
On the left-hand side of the page, you will see the following details:
Payer & Email Address: The name and email of the client associated with this transaction.
Proposal/Invoice #
Payment Type & Method: The type of transaction (Payment or Refund) and the payment method used (e.g., ACH or Credit Card).
Transaction Total: The full amount of the transaction before fees.
Net Amount: The amount after the transaction fee is deducted.
Transaction Fee: The fee charged for processing the payment.
On the right-hand side, you’ll find additional transaction details:
Payment Date: The date when the payment was created.
Settle Date: The date when the funds settled.
Batch Date: The date the transaction was disbursed. * You can click on the Batch Date hyperlink to view the Batch Details Page for more information on the disbursement. *
Refund Date: If applicable, the date when the refund was processed. * You can click on the Refund Date hyperlink to view the Refund Details Page *
From this page, you also have the option to process a refund by clicking on the Refund button.
Filtering and Searching Transactions
The Transactions page allows you to filter and search for transactions based on different criteria:
Transaction Status: Use the dropdown menu to filter by Processed or Rejected transactions.
Date Range: By default, the transaction date range is set to 30 days. However, you can easily adjust this by clicking on the calendar icon and selecting your desired range of dates.
Keyword Search: To quickly find a specific transaction, use the Keyword Search bar. You can search using:
Transaction ID#
Proposal or Invoice #
Client Name
Client Email
Exporting Your Transaction History
You can export your transaction history by clicking the Download Transactions button. The exported file will be emailed to you in a downloadable format, making it easy to keep a record of your transactions for future reference.
