How to Find a Specific Transaction or Payment
Search for specific transactions in Local Business Pro by customer name, amount, or transaction ID.
Quick Answer: Use the search box to find transactions by customer name, transaction ID, or amount. Adjust the date range if the transaction is older.
Search Options
- Customer name - Type the customer's name
- Transaction ID - Paste the full or partial ID
- Amount - Search by the payment amount
Finding a Transaction
- Navigate to Payments > Transactions
- Expand the date range if the transaction is old
- Type your search term in the search box
- Results filter as you type
- Click on the matching transaction to view details
Search Tips
- If you know the date, narrow the date range first
- Try searching by amount if you don't know the customer name
- Use partial transaction IDs if you don't have the full number
Frequently Asked Questions
Q: Why can't I find a transaction I know exists?
A: The transaction may be outside your current date range. Expand the dates or set a custom range that includes when the payment occurred.
Q: Can I search by credit card last 4 digits?
A: Search by customer name or amount instead. Card details aren't typically searchable for security reasons.
Tags:
Was this article helpful?
Related Articles
How to View Complete Transaction Details
View full payment transaction details in Local Business Pro including amount, method, reference numbers, and linked invoices.
Step-by-Step: Checking Daily Payment Activity
Review daily payment activity in Local Business Pro to monitor collections and catch any payment issues early.
How to Search and Filter Team Members
Find specific team members in Local Business Pro using search and role filters.
Last updated: February 1, 2025