- 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
