How to Use the Transactions Tab in the Payments Section of Advisor's Growth

How to Use the Transactions Tab in the Payments Section of Advisor's Growth

The Transactions Tab in the Payments section allows you to easily manage and track all of your business transactions in one place. It offers a sortable, searchable list of every transaction, which can also be downloaded as an Excel file for further analysis. This is especially useful for tasks like accounting, managing receivables, tracking team metrics, and planning business strategies.

Overview of Features in the Transactions Tab

Here’s a breakdown of what you can do within the Transactions Tab:

• Transaction Status:
  View transactions based on their status. You can choose between:

  • All: See every transaction.

  • Pending: Only view transactions that are still processing.

  • Succeeded: Display completed and successful transactions.

  • Failed: Filter to see transactions that were unsuccessful.

• Payment Mode:
  View transactions based on how they were processed:

  • All: Show both live and test mode transactions.

  • Live Mode: View real, live payments.

  • Test Mode: Filter transactions made in test mode, often used for testing payment integrations.

• Source:
  Narrow down transactions based on their source:

  • All: View transactions from all sources.

  • Funnel: Display transactions that occurred through funnels.

  • Website: See transactions processed via your website.

  • Invoice: Filter transactions processed through invoices.

• Search by Date Range:
  Easily search for transactions within a specific time frame, such as between January 1, 2022 - January 31, 2022.

• Search for Specific Transactions:
  You can quickly locate a specific transaction by searching with the following:

  • Customer ID

  • Customer Name

  • Email Address

  • Transaction ID

  • Source ID

  • Source Name

• Customizable Display Filters:
  You can adjust the display settings to show only the information you need, and sort the list in any order that suits your needs.

Exporting Transaction Data

If you need to analyze your transactions outside of Advisor's Growth, you can export the transaction data as an Excel file. This feature is located at the top right corner of the Transactions Tab, allowing for quick and easy data downloads for accounting, reporting, or performance tracking purposes.

By utilizing these features, you can effectively manage and review your business transactions with ease.