Transactions overview

  • View a list of transactions and organize the order of transactions based on key details such as Transaction #, Date, Type, Amount, Result, Method, Brand, Last 4, Auth Code or Cardholder Name
  • Search for specific transaction by entering any of the details in the search field
  • Filter transactions according to merchant account(s), user(s), date range, payment types, sales types, transaction results, methods, and/or card brands
  • Export transactions list in .csv format
  • Create a new transaction directly from the dashboard


Transaction details

  • View details of every transactions including:
    • Transaction Details
    • Card Details
    • Merchant Account Details
    • Items
    • Receipt Preview and Sent History
    • Credit Transactions by Card Type
    • Reference Number (if recorded during sale)
  • Void, issue a full or partial Refund
  • Send or Print a receipt

*Refund and voids are not available for SwipeSimple Terminal merchant accounts


Future Transactions

View the Future Transactions tabs to see all upcoming transactions for up to two years

  • Future Transactions will include all scheduled subscriptions and installments
  • Use this page to forecast upcoming revenue
  • Find specific transactions by searching for Customer Name in the search bar
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