How to create a monthly Payments Report
Start by logging into your Payments Portal.
The Payments dashboard (or payment module) is your home screen displaying your recent transactions.
The top section allows you to easily search and filter transactions.
To SEARCH simply type your shopper name, transaction ID, etc.. into the search bar.
👉To FILTER- Click on FILTER
Select ADD FILTER Box👍
To capture an entire month of settled transactions- Select Date & enter preferred Date Range
👍Always remember to click confirm!
Once the desired transactions are displayed in the dashboard, you can export & download- by selecting click on the "Export" button and chose either .csv for Excel or as a pdf.
Then you can clear filters to reset your payments dashboard
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