How To Use The Transactions Tab in Your Payments Section

July 31, 2024•1 min read

The Transactions tab of your Payments section allows you to manage all of your transactions conveniently in one spot. You can view a sortable, searchable list of all transactions, which you may also download via an Excel file.

The list gives you a history of all transactions which may be important for your accounting purposes such as managing receivables, managing metrics and goals for your team, planning business initiatives, and more.

Within the list of all transactions you can customize what information is displayed.

Here’s an overview of each option:

Transaction status: view all, pending, succeeded, or failed
Payment mode: view all, live mode, or test mode
Source: view all, funnel, website, or invoice
Search for a period of time using dates - such as January 1, 2022 - January 31, 2022
Search for a specific transaction. This can be done using customer ID, name, email address, transaction ID, source ID, or source name

You can customize what filters for information you wish to display, and you can sort the list as needed.

If you do want to download the data for use or analysis elsewhere, you can export/download an Excel file conveniently and easily using the button in the top right corner.

Moe Ameen | BILT CRM

Moe Ameen is a real estate investor, software creator, and general over-caffeinated human who somehow made automation cool (or at least tolerable). He built a cutting-edge real estate CRM because manually chasing leads is so last century. Specializing in creative finance, deal structuring, and making things unnecessarily efficient, he helps investors close more deals while doing less actual work. When he's not automating the real estate world, he’s probably pretending to work while staring at spreadsheets or convincing himself that buying another domain name is a good idea.

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