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How To Use The Transactions Tab in Your Payments Section
View every payment event in one place—filter by status and source, search by customer or transaction ID, and export clean reports for accounting, refunds, receivables, and business tracking.
Tracking Every Payment Without Losing Visibility
When payments come from different sources, it can be difficult to track what’s been collected, refunded, or still pending.
The Transactions tab provides a centralized view of all payment activity, including sales, refunds, and status changes.
Without a single view, reporting becomes harder, support requests take longer to resolve, and financial tracking can become inconsistent.
This guide will walk you through how to use the Transactions tab so you can search, filter, and manage payment activity more efficiently.
To begin, review what the Transactions tab is for and how it organizes your payment data.
What the Transactions Tab Is For
The Transactions tab provides a sortable, searchable list of all payment activity in your workspace. It’s especially useful for reconciling revenue, tracking receivables, handling refunds, and building accurate reports.
- Review all sales and refund activity in one list
- Filter results by status, payment mode, source type, and date range
- Search by customer details or transaction/source identifiers
- Export data to CSV/Excel for accounting and analysis
Follow along: Go to Payments → Transactions and start by applying a date range filter for the reporting window you need.
How to Access
Navigate to Payments → Transactions to open the full list. From there, you can sort columns, apply filters, and click into a transaction to see details (including refund history and status changes).
Filters & Search Options
Filters help you isolate the exact activity you’re looking for—so reporting and support tasks take minutes, not hours.
- Status: Narrow to successful, failed, refunded, or other statuses (based on available filters).
- Payment Mode: Separate Live activity from Test activity.
- Source Type: Filter by where the transaction originated (example: invoice, order form, payment link, etc.).
- Date Range: Set a custom range (example: January 1, 2022 – January 31, 2022).
- Search: Find records using Customer ID, Name, Email Address, Transaction ID, Source ID, or Source Name.
Pro tip: When handling support tickets, search by Transaction ID first—then open the record to confirm status, refunds, and timestamps.
Exporting Transaction Data
Export your transaction history to CSV or Excel for accounting, reconciliation, and performance reporting. For the cleanest reports, apply your date range and filters before exporting.
- Payment method and gateway details
- Currency, subtotal, discounts, and coupon codes
- Tax amounts and totals
- Late fees and tips (if applicable)
- Refund amounts and refund status information
Follow along: Filter to your reporting window → export → save the file with a naming convention like Transactions_YYYY-MM.
Why This Matters
- Accounting-ready: Export clean files for monthly close and reconciliation.
- Faster refunds: Quickly locate and verify the exact transaction record.
- Better tracking: Monitor revenue and receivables with consistent filters.
- Support speed: Search by email or transaction ID for rapid resolution.
Want clearer reporting without extra tools?
BizStackPro centralizes payments, orders, invoices, and customer records—so your transaction history becomes a reliable source of truth.
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Frequently Asked Questions
How do I access the Transactions tab?
Navigate to Payments → Transactions.
What types of transactions can I view?
You can view sales, refunds, and other payment activity recorded in your workspace.
Can I customize what I see?
Yes—use filters like Status, Payment Mode, Source Type, and Date Range.
How do I search for a specific transaction?
Search by Customer ID, Name, Email Address, Transaction ID, Source ID, or Source Name.
What details are included in CSV exports?
Common fields include payment method, currency, subtotal, discounts, tax amounts, late fees, tips, coupon codes, and refund details.
Keep Payments Auditable and Easy to Reconcile
Filter by date and source to generate clean reports, then export CSV/Excel files for your accounting workflow. When refunds happen, search by transaction ID and verify the history in seconds.
Clean exports. Faster support.
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