Records

Comprehensive list of all settled transactions by provider.

The Settlements Records page is the detailed repository of all transactions settled by the various payment providers used by the you. This page is essential for tracking and verifying each transaction's status and details, ensuring comprehensive oversight of financial operations.

How to Use the Settlements Records Tab:

Merchants can utilize this page to gain insights into their transaction history and settlement details.

The records include transaction information such as type, date, amount, currency, provider, and payment method, along with settlement details like transaction fees, settlement amount, currency, date, and settlement ID.

This comprehensive view allows merchants to monitor their financial activities, assess transaction performance, and ensure accuracy in their reconciliation processes.

Exporting Transactions

You can export these transactions for further analysis or record-keeping. This feature is particularly useful for accountants and finance teams who need to maintain comprehensive financial documentation.

Filtering Transactions

To facilitate easy navigation through potentially large datasets, various filters are available, including:

• Date Range: Specify the range of dates for the transactions you want to review.
• Currency: Filter transactions by currency type.
• Transaction Type: Select the specific types of transactions you wish to view (charges, refunds, etc.).
• Status: Narrow down to transactions based on their current status.
• Amount: Filter by transaction amount to find specific entries.