Use this guide to learn about the transactions page and how to navigate it.
A transaction in Pocketbook occurs when funds are transferred between entities, such as:
- Paying and receiving payment on an invoice
- Depositing or withdrawing funds
- Making direct payments
This process involves initiating, authorizing, and completing any movement of funds through the platform. As a result, the transactions page only includes completed or pending money movements.
The invoices tab contains all invoices, including drafts, unpaid, past due, and other types.
In This Article:
Navigating to Transactions
Viewing Transactions
Exporting Transactions
Navigating to Transactions
Use the left-hand menu and select “Transactions.”
Viewing Transactions
- The Filters button allows you to filter transactions by time or status
- You can search transactions.
- Click anywhere on the transaction you would like to view.
- Viewing the transaction will provide the following details:
- Create Date
- Initiated Date
- Amount
- To and From
- Status
- Invoice #
- Payment Method
Exporting Transactions
- Use the Export button at the top of the transactions list to download a CSV file of all transactions.
- The file will appear in your downloads folder titled “Transactions-year-mm-dd.”
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