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Must know
  • Transactions appear here automatically as money moves — through checkout, payment links, your terminals, automatic recurring charges, and stored-card charges your staff run — there’s nothing to import.
  • Export produces a CSV of every transaction matching your current search and filters — the whole set, not just the page on screen — with Date, PSP Reference, Description, Method, Status, Amount, and Currency columns.
  • Refunds are exported as negative amounts, so the totals net out.
The Transactions page is your ledger of every payment and refund the processor has handled.
1

Open Transactions

Go to Financials → Transactions. The header shows how much has settled this month and the transaction count.
2

Search or filter

Use the search box to find a transaction by reference or description, or open the filter panel to narrow by status (Settled, Authorised, Captured, Pending, Refused, Cancelled), type (Payments, Refunds, Chargebacks, Captures, Cancellations), or payment method.
3

Export to CSV

Click Export to download a CSV. It covers every transaction that matches your current search and filters across all pages — not just the rows on screen — so set your search and filters first to export exactly the slice you need.
The CSV is ready to hand to your bookkeeper or drop into a spreadsheet. For the meaning behind each status, and why a paid invoice can still show an authorised transaction, see the companion article below. Related: Payment vs. transaction: what’s the difference? · Financial reports: revenue, tax, and receivables · How payouts work