Finding and reading transactions

Selection totals

A totals bar sits above the transaction list and reflects whatever your current filters return.

Use the chevron beside Selection totals to collapse the bar and give the list more room.

How the list is organized

Transactions are grouped under a date heading, newest first. Each card shows the transaction type as a badge, the payment method and last four digits, and the time.

Transaction types you will see:

• Sale, a standard purchase
• Sale / Auto Generated, a sale the system created rather than a seller
• Sale / Exchange Credit, a purchase paid for with exchange credit, showing a Credit applied amount
• Exchange adjustment, the balancing entry created by an exchange, usually a negative gross revenue
• Payout, a deposit to your organization rather than a customer order

What is on a transaction card

Every sale card shows:

• Buyer: name, email address, and phone number
• Gross revenue, Fees, and Taxes
• Sold by: the account that processed the sale, when it was sold through Box Office
• Transaction ID, with a copy button beside it

Payout cards show the Organization, Amount paid, and Taxes instead of buyer details, along with a reminder that a deposit may combine several payouts and invoices and takes about five business days to clear.

Opening a transaction

Select the chevron at the bottom of a card to expand it. The label switches between More detail and Less detail.

The expanded view has two tabs:

• Breakdown: the items purchased and the financial summary
• RFID: RFID details for the order

The items table lists each purchased item with Qty, Price, and Total. Select the chevron beside an item to reveal the individual tickets underneath it, each showing its status badge, barcode, and the name on the ticket.

The summary panel on the right shows Net sales, Service fees, GST, Net revenue, GST, Settlement amount, and Purchase note.

Adding a purchase note

1. Expand the transaction.
2. Select Add beside Purchase note.
3. Type your note.
4. Select Save, or Cancel to discard it.

Filtering

Select the filter icon in the top right corner of the page. Filters open in a panel down the right-hand side and stay in the same place on every page of the Dashboard.

Buyer and order

• Name
• Email
• Phone number (numbers only)
• Card last 4 digits
• Transaction ID
• Barcode
• Scan code / RFID

Date

• Start date (MM/DD/YYYY)
• End date (MM/DD/YYYY)

Transaction detail

• Payment type
• Invoice type
• Purchase platform
• Fulfillment status
• Sold by
• Discounts

Event and product

• Event, including a search for past events
• Membership group
• Products

Barcode and Scan code / RFID are new. They accept a scan as well as typed entry, so you can scan a guest's ticket at the gate to pull up their order. Every other filter above also exists on the old page.

Selection totals update to match whatever your filters return, so you can use the filters to total a single event, seller, or date range.

Exporting

Select Export CSV in the top right corner.

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