To view the Transactions tab, click My Profile then click Transactions.

The Transactions tab displays all the transactions, such as purchases or refunds, that you’ve made at a location. Here, you can view your transaction history, print receipts, or email copies of your receipts to yourself.

Summary cards on the Transactions tab

Heading	Description
Total Payments	The total of number transactions that took place during the selected date range.
Total Paid	The total amount of all transactions that occurred during the selected date range. Additionally, voided, refunded, or failed transactions aren’t included in this value.
Failed Payments	The total number of failed payments that occurred during the selected date range.
Total Amount Failed	The total amount of all the failed transactions that occurred during the selected date range.
Account Credit	The total amount credited to clients’ account balances during the selected date range. This column will also include the credits from account tab Purchase Options along with the remaining value of any dollar value gift cards in the client’s account balance.

Headings on the Transactions tab

Heading	Description
Purchase ID	The Purchase ID for the sale. The Purchase ID can also be found next to the Purchase Number on the receipt.
Transaction ID	The Transaction ID for the sale. The Transaction ID can also be found on the Transaction details page. For more information see, Viewing a client’s Transaction page.
Date	The date and time the transaction was processed.
Location	The location where the transaction was processed.
Item	The name of the item that was sold. When a payment is made toward an item or account balance, such as a payment plan, deposit, or account payment, the type of payment made is listed in this column.
Total Paid	The total amount the client paid with the associated payment method.
Payment Method	The type of payment method used to process the transaction, along with the last four digits of the card used.
Payment Status	The current status of the transaction. The list of transaction statuses includes: Authorization Error – The credit card authorization was unsuccessful. Authorized Successfully – The credit card authorization was successfully processed. Error During Refund – The refund was unsuccessful. Failed – The transaction was unsuccessful. Full Refund – This transaction is a full refund of a prior transaction. The Purchase ID and Transaction ID should match the prior transaction. Fully Refunded – The transaction was successful but has been fully refunded. Partial Refund – This transaction is a partial refund of a prior transaction. The Purchase ID and Transaction ID should match the prior transaction. Partially Refunded – The transaction was successful but has been partially refunded. Pending – The transaction is undergoing cardholder verification. Purchase Error – The transaction was successful, but the purchased item, such as a Purchase Option, failed to appear in the client’s profile. This can occur when a temporary server issue interrupts the purchase. If the purchase was made using a credit card, the transaction will be voided after 30 minutes, and this payment status will be changed to Voided. If the purchase was made using ACH, cash, check, gift card, or the client’s account balance, then the transaction must be refunded. Successful – The transaction was successfully processed. Voided – The transaction was successfully canceled before the batch closed. For more information, see Transaction batches and refunds. Waiting for Settlement – The ACH transaction is being processed and will take up to 14 business days to settle.
Account Debit	The amount charged when a client used their account as a payment method, or the amount manually charged to a client’s account balance by a staff member. Because these are charges to the client’s account, the entries in this column appear as negative amounts.
Account Credit	This column will be populated with different information depending on the related Item: The amount manually added to a client’s account balance by a staff member. The amount the client paid toward their account balance. This information only appears when Cash or Accrual & Cash are selected for the Accounting Method The amount paid to Collections. This information only appears when Cash or Accrual & Cash are selected for the Accounting Method The amount added to the client’s account balance by an account-based membership or session pass. The amount refunded to the client’s account balance. If notes were added with the payment, a notes icon will appear next to the payment method. Hover over the icon to view the content of the note.
Action	An expandable menu that allows your client to email or print the receipt.

Advanced filters on the Transactions tab

Filter	Description
Location	Use this filter to determine which transactions to include based on the business location(s) where the transactions were made. This filter will only appear if your business has more than one location.
Payment Method	Use this filter to determine which transactions to include based on the payment methods used.
Credit Card Type	Use this filter to determine which sales to include based on the credit card provider used to complete the purchase. (VISA, Mastercard, etc.)
Payment Status	Use this filter to determine which payments to include based on their payment status.