Review transactions
Search and filter payments by date, method and status in your reports.
Before you start
Sign in with a role that can access this feature. If the section is missing, ask the owner to check your user permissions.
The dashboard CSV export covers appointment deposits, not every payment.
Step by step
- Choose dates.
- Search or filter by method and status.
- Open the transaction to review client, amount and refund.
- If downloading the available CSV, check its scope: appointment deposits.
Usage details
History is not bank reconciliation. The CSV does not contain every checkout sale. Share files only with appropriate people.