Payments Tab Overview: Unified Portal

From the left-hand navigation menu, select Payments to open the Payments view.

At the top of the Payments tab, you’ll find several filters to help narrow down the transactions you want to view.

Use the Date Range filter to select the timeframe you want to review.

Available preset options include:

When using Custom Range, you can:

The Source filter allows you to view transactions based on how they were processed, such as:

This is useful for isolating specific transaction types.

Use the Store filter to view transactions for:

This helps when reconciling or reviewing activity by location.

The Payment Method filter lets you narrow results by card type, such as:

The Status filter allows you to filter transactions by their current state, including:

This helps you quickly identify completed, reversed, or disputed transactions.

The search bar allows you to locate a specific transaction by:

This is the fastest way to find a known transaction.

Below the filters, you’ll see a list of payment transactions that match your selected criteria.

Each transaction row displays key details, including:

Select any transaction to view additional details or perform available actions.

Select any transaction from the list to open its detailed view.

From the transaction details page, you can:

Depending on the transaction status, you may be able to take action, such as:

Available actions will appear within the transaction details view.

Once a transaction has fully settled, you can view:

Fee details may not appear until settlement is complete.

After applying your desired filters, you can export the payment results for reporting or reconciliation.

The exported file will be emailed directly to the email address associated with your user account once processing is complete.

The Payments tab provides powerful tools to filter, search, export, and manage transactions across your business. With detailed transaction views, flexible filtering, and export options, you can efficiently monitor and reconcile payment activity.