🔍 1. Transaction Logs & Receipts
A complete historical log of all transactions is maintained within your account. You can access individual payment records and download official receipts for tax or accounting purposes.
Accessing Transaction Records
- Go to Settings in the left sidebar, then select Account & Transactions.
- Navigate to the History tab.
- Locate the transaction entry for the specific date required.
- Click the Download PDF link next to the transaction to retrieve the official record.
✅ 2. Transaction Reconciliation
Use the filtering options in the Transaction History dashboard to efficiently reconcile system payments against your bank statements or accounting software.
Reconciliation Tips
- Use the date range filter to match payments to a specific fiscal period.
- Filter by status (e.g., Paid, Refunded, Failed) to identify necessary follow-up actions.
- Every transaction includes a unique ID that correlates with the record in your payment processor (Stripe, PayPal, etc.).
📁 3. Monthly Transaction Reports (Coming Soon)
This section will detail how to download consolidated monthly transaction reports. These summaries are essential for analyzing monthly expenditures and comprehensive financial reporting.
Report Features
- Reports summarize all transactions processed within the selected month.
- Available in PDF and CSV formats for seamless integration with accounting platforms.
- Reports are typically generated on the first business day of the month.
🔗 4. Generating Payment Links
Facilitate incoming payments by generating and sharing direct payment links. Follow the steps below to create new transaction endpoints.
Created/Updated Date 11/05/25 User Gemini