View Transaction History on the Public View

Overview

This article will show how public users can access their Transaction History on the .

Instructions

1. If needed, select profile, then Switch to Public View

2. Click Account

3. Select Transaction History on the right-hand menu

4. Use the filters at the top to refine the results

   • From/To: Select the date range you wish to see transactions for

   • Receipt #: Look up a specific receipt number if needed

   • Show Voids: Select to show any voided transactions in the results

   • Show Tax Deductible: Check to show items that are set up as tax-deductible

   • Account Member: Choose the members of the account to show transactions for

5. Click Refresh Results

6. View the transactions

7. If desired, select Download Results to download a CSV file of the transaction history