In this article, you will get to learn:
PayTabs Transaction Panel
PayTabs Transaction Panel supplies an all-in-one page listing of Transaction data of the current profile to empower you to monitor your transactions anytime.
Merchants can search for transactions using the following filters:
- Cart ID
- Customer’s email
- Transaction Status – Authorized, Error, Declined, and Any except Authorized
- Date range – with a maximum of 45 days
Transaction Panel: Displays the list of transactions & refunds ordered by last transaction date.
To search for any transaction, click on the magnifying glass sign, and you will have two options for search:
- Quick
- Advanced
Quick Search
In quick search, several filters are available to search for transactions such as Cart ID, Email, phone, transaction reference, auth code, and service reference.
You can pick status from the drop-down list, then search, Which will then display a search result/transaction list.
You can also download the result as an Excel file and apply additional filters.
Quick Search: provides fast access to transactions
Advanced search
Advanced search can be also performed using the “advanced tab” to search for Transactions based on Status and Date range, where Transaction Status can be Authorized, Error, Declined...etc
Furthermore, you have the option to save the transaction outcome in either Excel or CSV format, and apply additional filters as needed. Please refer to the Transaction Report for more information.
Advanced Search: provide detailed information about the transactions
Invoice search
To search for an invoice, go to the invoice section and use the search bar to filter by ID, description, date, status, or creator.