Use this when
- You need records for a payment or client report.
- You want to check whether a refund returned credits.
Steps
- Open Invoices for wallet transactions and downloadable records.
- Use filters to narrow by date, type, or status when available.
- Open Balance History for wallet balance changes.
- Open Credit History for credit purchases, deductions, and refunds.
- Search by description, order ID, or transaction ID.
Need the panel while you follow the guide?
Open the dashboard in another tab, then return to this guide for each step.
Open dashboard