Instructions:

  1. Go to "Balance" (in Finance). To find specific transactions, you may filter your search by: Order ID No., Billing Name, Billing Email, Min Date and Max Date, Transaction, Payment Type, Status, and Class Info.
  2. The transaction list gives you a quick view of your most recent types of transaction - payments, refunds, transfers, withdrawals, and subscriptions. Your current balance is displayed on top of the list. For each individual transaction, you may view: Transaction Date and Time, Order ID and Payment Type (online or offline), Type of Transaction and Transaction ID, Amount and Booking Fee (if any) and Balance
  3. To view the full details of a particular transaction, click on "View Order" (order ID) or on the icon located in the far right end of the row. 
  4. To download, click on the 3 vertical dots and click "Export as CSV".

Related Articles:

How do I view and export the report for the total revenues for all classes?
How do I view all orders that paid a certain amount?

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