Accessing your Real-Time Transactions List

Overview

The Transactions list allows you to view and inspect all the transactions that happened in your instance, for all of your customers.

1. The Transactions list provides a real-time view of all activity that is occurring, meaning a payment taken a few minutes ago will show up as intended.
2. The Transactions list is great for:
   1. Troubleshooting by reviewing transaction data in real-time
   2. Responding quickly to your customer's inquiries
   3. Answering questions such as: "What are all the failed payments I have for today?"
3. Reporting will continue to offer the immutable data used for reconciliation and financial reporting
4. All types of Transactions are available in this view:
   
   1. Debits
   2. Discounts
   3. Refunds
   4. Payments

Steps

To view the transaction list you will need the Billing > Transactions > View permission enabled.

1. Navigate to the Admin menu
2. Select the Billing sub-menu
3. Click on the Transactions tab

• Click on a transaction's Chevron button to open a detailed view of the entry

  You can also click on the chevron in the list's header to expand all transactions that are currently shown on the page

• From there, you can use the Filter button to narrow-down shown transactions

  Filter	Information
  Created at	Filter by the date at which the payment(s) occurred
  Type	Filter by Debit, Discount, Payment or Refund
  Unvoiced or Invoiced Debits	conditional - Debits ONLY
  Discount Reason	conditional - Discounts ONLY
  Payment Status	conditional - Payments ONLY
  Refund Status	conditional - Refunds ONLY