Payment Transactions Report

The Payment Transactions Report provides a detailed record of payment transactions processed through your event. Use this report to review payment activity, verify transactions, and reconcile deposits with your merchant account.

💡 Good to Know: This report can be found under Reports > Financial Reports > Payment Transactions Report.

When opening the report, you can choose one of the following options:

All Transactions – Includes every payment transaction recorded for the event.
Select Date Range – Limits the report to transactions within a specified date range.

Click Submit to generate the report.

All Transactions

The report includes:

Bidder Name
Bid Number
Transaction Date
Payment Amount
Payment Type
Card or Check Number
Transaction ID (for credit card payments)

💡 Good to Know: This option displays every payment transaction recorded for your event, including credit card, check, and other payment types.

Select Date Range

The report includes:

Bidder Name
Bid Number
Transaction Date
Payment Amount
Payment Type
Card or Check Number
Transaction ID (for credit card payments)

💡 Good to Know: Use this option to review payment transactions processed within a specific date range.

Use the Report

Use this report to:

Verify payment transactions processed during your event.
Confirm credit card, check, and other payment types.
Reconcile transactions with your merchant deposits.
Research individual payment transactions.
Verify transaction dates and payment amounts.
Confirm Transaction IDs when researching credit card payments.

💡 Good to Know: This report is commonly used to verify successful payment processing and reconcile deposits with your merchant account or bank statement.

Print or Export the Report

After generating the report, you can choose to:

Download PDF
Download Excel
Print

💡 Good to Know: The spreadsheet version is useful for sorting, filtering, and reconciling payment transactions. The PDF version is ideal for printing, saving, or sharing transaction records.

Printable Quick Help Guide:

(see below for printing instructions)

How to Print This Guide

Right-click on the image of the guide
Select Save Image As…
Save the file to your computer
Open the saved image
Click Print (or use Ctrl + P / Command + P)

💡 Good to Know

For best results, print using Full Page or Fit to Page settings to ensure proper sizing and clarity.