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Must know
  • Export downloads every transaction that matches your search and filters, not just the current page, with Date, Customer, Description, Type, PSP Reference, Method, Settled, Status, Amount, and Currency columns.
  • Search matches the reference, the description, and, for payments, the customer’s name.
  • Refunds and chargebacks are negative amounts. A chargeback the bank reversed is positive, because the money came back.
  • Opening Transactions and exporting need the View Financials permission. Admin and Accountant roles have it by default.
What you will see. Payments from checkout, payment links, terminals, the point of sale, gift card purchases and recurring charges, plus refunds, chargebacks and reversals. Refunds recorded without the processor (cash, account credit, imported invoices) show as Settled refunds. Failed, abandoned or in-flight charge attempts show as Refused, Error, Cancelled or Pending.
1

Open Transactions

Go to Financials > Transactions. The header reads like “$1,250.00 settled this month (14 transactions)”. The count covers only transactions settled this month. The header ignores your search and filters, and is hidden when nothing has settled this month.
2

Search

Type in Search by reference or description…. It checks the PSP reference, the invoice or order reference, the description, and the customer’s name (payments only). Each word you type is matched separately. Refunds and chargebacks are not found by name, so search for the invoice or order reference, or set Type to Refunds or Chargebacks.
3

Filter

Click Filters (a number shows how many are on) to open Filter transactions. Choose a Status, a Type, or a Payment method. Filters apply right away. Clear all resets them and Done closes the panel. A Clear filters button also appears while a filter is on.
4

Export to CSV

Click Export. The file is named transactions-YYYY-MM-DD.csv, and a message confirms “Exported N transactions”. Export is greyed out when nothing matches.
The columns. The table shows the same columns as the CSV except Currency. Date is when the transaction was created, and Settled is when it settled. The customer name opens that guardian’s profile. Rows do not open, because transactions have no detail page. Filter options. A status badge can also read In Review, Error or Reversed. You cannot filter by those three. In the CSV. Dates use your club’s time zone. Type uses the on-screen label. Status and Method keep the processor’s own values, such as SETTLED and visa. Amounts carry the same signs as the screen. Small screens and coming back. On smaller screens the list shows cards, and a Table or Cards toggle switches views. Your search, filters, rows per page and view are remembered when you leave the page, for example through a customer link, and return. A refund in Recent Refunds on your dashboard that is not tied to an invoice opens Transactions already filtered to Refunds. If the list is empty. You see “No transactions yet”, or “No transactions match these filters.” when a filter is on. Related: Payment vs. transaction: what’s the difference? · How do I search and filter my invoices? · What happens when a family disputes a payment or their bank returns it? · What happens when a family registers on my club website, and where do I see it?