patiolink.au

PatioLink Help Centre Support Centre

Search for any help questions or topics.

Transactions - Overview

Avatar
Angie | PurpleCow Digital
Updated 1 year ago

The Transactions tab in your account is where you can view, sort, and download all of the transactions that have happened over time. 

The list is a history of all transactions that may be important for your accounting purposes, such as managing receivables and metrics. It can also help you plan business initiatives!

 

Click "Payments"

 

Navigate to the "Transactions" tab.

 

Filter By Transaction Status

Transaction Status: View All, Pending, Succeeded, or Failed

 

Filter By Payment Mode

Payment Mode: View All, Live Mode, or Test Mode

 

Filter By Source Type

Source Type: View All, Funnel, Website, or Invoice

 

Filter By "From" Date

Click the "From" field, and select an Invoice Creation Date. This filter retrieves invoices that were created on or after the specified date.

 

 

Filter By "To" Date

Click the "To" field, and select an Invoice Creation Date. This filter retrieves invoices that were created on or before the specified date.

 

Filter By Search

Search for a specific transaction. This can be done using Customer ID, Customer Name, Email Address, Transaction ID, Source ID, Source Name, or Charge ID.

 

 

 

 

 

Did this answer your question?
😞 😐 😃