How-To GuideBeginner3 min read

How to View Complete Transaction Details

View full payment transaction details in Local Business Pro including amount, method, reference numbers, and linked invoices.

Quick Answer: Click on any transaction row in the Transactions list to open the detail view. See full payment information, customer details, and the linked invoice.

What Transaction Details Show

  • Full transaction ID and reference number
  • Payment processor reference
  • Amount paid
  • Payment method (card, check, cash, etc.)
  • Customer contact information
  • Linked invoice
  • Date and timestamp
  • Transaction status

Viewing Details

  1. Navigate to Payments > Transactions
  2. Find the transaction using search or filters
  3. Click on the transaction row
  4. The detail view opens
  5. Review all payment information
  6. Click the invoice link to see the related invoice

Frequently Asked Questions

Q: Can I print transaction details?
A: Use your browser's print function from the detail view, or copy the relevant information.

Q: How do I share transaction details with a customer?
A: Send the related invoice, which includes payment confirmation. For specific transaction details, you can copy the transaction ID.

Tags:

transactionsdetailspaymentsviewhow-to

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Last updated: February 1, 2025