Manage Pay In Transactions in the UI

The Pay In Transactions report is a list of all inbound transactions for your company across a specified period. From the report page, you can get an overview of the total count and amount of these transactions, or view and work with individual transactions.

View your Pay In Transactions report by navigating to Money In > Reports > Transactions.

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Overview

The main transactions screen gives you a high-level overview of your company’s Pay In transactions. This view is customizable: you can include whichever transaction-level details are most meaningful to your organization. To do so, click the Columns icon and select the columns to display in your transactions overview.

The default report period is the last 60 days, but you can change this using filters.

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Work with a transaction

To open an individual transaction, locate the transaction you’re interested in and click the three-dot icon in the Action column. In the menu that appears, select an action:

• Choose Quick View to open the Transaction Details panel. This panel displays basic information about the transaction itself and the customer who made it. From here, you can void or refund the transaction, send a receipt, or open the customer’s dashboard by selecting Customer Information.
• Choose View Customer to go directly to the customer’s record.
• Choose Charge Again to run the charge again. This opens the Charge Again panel, where you can charge the customer again.
• Choose Send Receipt to send a receipt for the charge to the customer. In the modal that appears, verify the customer’s email address and click Send.
• Choose Void to void the transaction. In the confirmation modal that appears, click Void.
• Choose Refund to refund the transaction.
• Choose Hold Transaction to hold the transaction. In the confirmation modal that appears, click Hold.

The actions available for a transaction depend on the transaction’s status and other variables.

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Export transaction list

To download a list of transactions, first filter the report, then click the Download icon and select a format. The file will be downloaded to your device.