Find a single transaction
Search by date, amount or reference to locate an individual payment.
Start with the date the customer was charged rather than the date the money reached your bank. The two are often different.
Steps
- 1Open the transaction report.
- 2Set the From and To dates around the payment date.
- 3Select the account or site where the payment was taken.
- 4Filter by amount or reference to narrow the list.
For details of a single card payment or refund held by your payment provider, use your provider's own portal.
The video follows the same steps as the SOP, so you can read and watch together.