Key elements of the Transactions Page

The Transactions page consists of several essential components, this article will provide a quick walkthrough to the various parts of the page.  

• Transaction Table: This section displays a list of your recent transactions, including transaction ID, date, amount, and customer information. You also have access to specific information like the status of your transactions where green tags represent a successful transaction, and red tags represent a failed one. 
• Filters and Search: You can utilize our robust and intuitive filters and search functionality to narrow down your transaction results based on specific criteria such as date range, transaction status, transaction reference, product ID, and payment channels. 
• Pagination: If your transaction list spans multiple pages, you can navigate through them using the pagination feature located at the bottom of the page. 
• Transaction Details: Click on a specific transaction to view its comprehensive details, including payment method, status, and any associated notes or comments. 
• Transaction Amount: This is the specific amount the customer paid during the transaction. 
• Transaction Reference: This is a unique code assigned to this transaction. You can use it to track this transaction for reference purposes in cases such as reconciliation or for SeerBit customer support inquiries. 
• Transaction Message: The transaction message refers to any additional information or notes included with this transaction. It may contain important details or instructions related to the payment or transfer. 
• Print Report: This can be found just above the “Issue Refund” button. It allows you to generate a printable version of the transaction details and associated information. This report can be useful for record-keeping, accounting, or documentation purposes. 
• Customer Details: This section provides information about the customer associated with this transaction. It includes details such as the customer's name, contact information, and any additional information relevant to their profile or account. 
• Basic Details: The basic details section provides essential information about the transaction, including the date and time of the transaction, the payment method used, and the status of the transaction (e.g., completed, pending, or refunded). 
• Analytics: The analytics section provides insights and data analysis related to the transaction. It may include graphical representations, charts, or statistics that offer a deeper understanding of transaction trends, patterns, or performance. 
• Insights: The insights section provides valuable observations or conclusions drawn from the transaction data. It offers meaningful information that can help you make informed decisions, identify opportunities for improvement, or gain valuable business intelligence. 
• Transaction Management: The Transactions page offers various management options to help you effectively handle your payment transactions.
• Refunds: If applicable, you can initiate refunds directly from the Transactions page. Just click on the transaction to view the details on the Issue Refund button on the transaction overview pane and follow the prompts to process a refund. 
• Exporting Reports: You can generate transaction reports for accounting or analysis purposes. At the top right, you will find the export data button, you can either export as a CSV or you can request a report link. For CSV exports, you can only export all transactions currently displayed at a time. However, if you want a more robust export, you can use the request report link and specify the time duration you would like to export.