Transactions
Navigation
Section titled “Navigation”When arriving at the Instant —>Transactions page, a large dashboard of transactions can be seen as well as a lot of filtering criteria.
Sorting criteria are as follows:
- Receiving date
- Unique ID
- Name On Card
- BIN
- Last Four (Card #)
- Amount
- Status
- Status Code
- Your Reference #
The items viewed per page can be adjusted in the bottom-right corner of the page, allowing for more transactions to be seen at the same time.
Located in the bottom-left corner are transaction total summaries.
Searching
Section titled “Searching”Near the top of the window, different search filters can also be applied such as:
- A text filter (for all text based searches)
- Date range (received, settled)
- Item status (any, success, failed)
- Unique ID
By clicking on the filter dropdown menu titled: “more,” other filtering options can be found.
These include:
- Card # BIN
- Card # Last Four
- $ Amount Minimum
- $ Amount Maximum
- Your Reference #
Exporting
Section titled “Exporting”The list may be exported by clicking the download icon located in the top-right corner:
See icon reference below: