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Transactions Tab Overview

This article explores the function of the transactions tab.

Updated over 2 weeks ago

Overview

The Transactions tab in LawPay allows you to view and review all payments received. You can filter by Date Range, Bank Account, and run a General Search.

  • Use the general search tool to find transactions using more than just a name to locate specific payments quickly.

  • Review improved transaction table details, including account type reference.

  • Sort transactions based on Name, Date, Amount, and Status columns.

To review Transaction Details, click View under the Action column (pictured above).

Transaction Details

From the Transaction Details page, you can:

  1. Un-reconcile: The reconciliation feature allows you to reconcile payments made via payment pages, card vault, scheduled payments to invoices or quick bills and accounts, so that you can collect payments without manual entry and have your bookkeeping up to date.

  2. Refund

  3. Resend Receipt

  4. Delete: Online transactions cannot be deleted.

  5. Download

  6. Print

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