Review Transactions

• View transaction history
• Search for a specific transaction
• View transactions for a specific payment form

Reviewing a transaction is easy as your entire transaction history is available in one place. Depending on your account type, you will find it under Processing or Manage Money.

To view transaction history:

1. Click Processing or Manage Money 
2. Scroll down the Processing or Manage Money page to view transactions

To search for a specific transaction:

1. Click the magnifying glass icon and type in the name of the customer or donor and press return to run your search

To check the transactions under a specific payment form, follow these steps:

1. Click Payment Forms in the main menu on the left
2. Locate your desired payment form by scrolling the list or by using the search function
3. Click to view your payment form details in the side panel and scroll down to View All Purchases