Transactions

Modified on Thu, 06 Jul 2023 at 10:53 AM

Transactions

View your transaction history within a specified timeframe, payment option, deposit option or invoice option.

Generate CSV and PDF documents here.

1 : Click on the SYSTEM button on the top bar > Select TRANSACTIONS from the drop-down box.

2 : A transaction list will appear with the most current transactions based on date/time.

3: To search your preferred date range, select the ADVANCE button and change the date range.

4 : To search for transactions based on payments, deposits or invoices, select the ADVANCE button and change the transaction type.

5 : Once you have selected your date range and transaction type, you can export to CSV or download a PDF.

Select ADVANCE > Export to CSV or DOWNLOAD PDF