1. Get an Overview of the Transactions Tab
Navigate to the Transactions tab from the top navigation
At the top of the page, you'll see three summary cards:
Delivered today — total dollar amount and count of transactions delivered today
Yesterday — total dollar amount and count of transactions delivered yesterday
Last 7 days — total dollar amount and count of transactions delivered in the past week
🔴 Red box — outlines the date range filter, currently set to Delivered — last month
🔵 Blue arrow — points to the Export button, used to export the current transaction list
⚫ Black arrow — points to the Payment Terms dropdown filter
🟢 Green box — outlines the expand arrow column on the right side of the table, used to view details on an individual transaction
Below the summary cards, you can filter and search transactions using the following fields:
Date range — set a custom start and end date/time
Machine Name, Order Number, User Account, Machine Number, Product Name — free-text search fields
Order Status and Payment Terms — dropdown filters (covered in Steps 2 and 3)
Click Search to apply your filters, or Reset to clear them
2. Filter by Order Status
Click the Order Status dropdown to filter transactions by their current status
This view shows the available Order Status options: Unpaid, Suspending, Processing, Delivered, Refunding, Refunded, Expired, and Canceled.
Available statuses include:
Unpaid — payment has not yet been completed
Suspending — the order is temporarily on hold
Processing — the order is currently being processed
Delivered — the order was successfully completed and the product was dispensed
Refunding — a refund is currently in progress
Refunded — the refund has been completed
Expired — the order was not completed in time and expired
Canceled — the order was canceled
3. Filter by Payment Terms
Click the Payment Terms dropdown to filter transactions by how the customer paid
This view shows the available Payment Terms options: Free of charge, COIN, BANKNOTE, CREDIT_CARD, PAYPAL, walletPay, Offline remittance, and Stripe
↳ Use this filter when a customer or operator asks about transactions made with a specific payment method, such as confirming whether a sale was paid by credit card versus cash
4. Use Saved Views
Click the Views dropdown to quickly apply commonly used filter presets, or to save your own custom view
🔴 Red box — outlines the Views button
This view shows the Presets menu, including Delivered — this month, Delivered — last month, Refunded — last 30 days, and a + Save current view option
Built-in presets include:
Delivered — this month
Delivered — last month
Refunded — last 30 days
To save your own frequently used filter combination, set up your filters as needed, then click + Save current view
5. View an Individual Transaction
Click the arrow on the right side of any transaction row to open its full details
This view shows the detail panel for a USB Charging Cable order, including the product name, order number, and status at the top
The transaction detail panel includes:
Real Pay Price, Actual Price, and Discount Amount — pricing breakdown for the order
Order Info — including User Account, Machine Name, Machine Number, Payment Terms, Tax Rate, Purchase Quantity, Order Time, and Creation Time
↳ Use this panel to confirm exact transaction details when troubleshooting a customer inquiry or reconciling sales
⚠️ Important Notes
💡 Use Views to save time: If you regularly check the same type of transaction data (e.g., refunds from the past 30/90 days), save it as a View instead of re-entering filters each time.
📅 Default date range: The Transactions tab defaults to a recent date range — always confirm the date range filter before reviewing results, especially when troubleshooting an older transaction.
💾 Exporting data: Use the Export button to download the current filtered transaction list for reporting or record-keeping.
📧 Need help? If multiple transactions show an unexpected status (e.g., stuck in Processing or Suspending), reach out to a support agent for further investigation.
📝 This guide is currently in DRAFT status. Please review and approve before publishing.