How to View and Export Transactions

Viewing and filtering transactions

Go to Payments → Transactions to see every transaction across your account. Use the search bar to find a specific one by Transaction ID, Merchant Reference, customer email, or the last digits of a card.

To narrow the list, use the filter bar:

• Status and Payment Method — select one or more values to include.
• Amount range — filter by Amount, Paid Amount, Net Amount, or Refunded Amount, depending on what you're looking for.
• Date range — filter by Created Date, Updated Date, Settlement Date, or Reserve Release Date.

Click any column header to sort by Date, Amount, or Status. Click a row to open that transaction's details.

Exporting transactions

1. With your filters set the way you want, click the export icon next to the search bar.
2. Choose a file format — Excel (.xlsx) or CSV.
3. Choose how you want the file delivered: Download Now downloads it immediately, or Send to Email queues the export and emails you a download link when it's ready.
4. Review the list of columns and select the ones you want included in the export.
5. Confirm to start the export.

If you can't find what you're looking for

• Double-check your date range — it's easy to filter out older transactions by accident.
• Clear one filter at a time to see which one is narrowing the list too far.
• If you're searching by card number, make sure you're using the last digits shown in the transaction list, not the full card number.