Sales & customers
Transactions and reconciliation
Trace money movements back to orders and provider references.
Where to go
Admin → Insights → Transactions; Customer balances
What to do
- 01
Filter the transaction list using the available date and reference fields.
- 02
Open the related order or customer balance record.
- 03
Compare the amount, currency, method, status and provider/reference identifier.
- 04
Investigate refunds and wallet credits with their original payment record.
- 05
Record your reconciliation outcome in your approved operational process.
What you should see
Transaction history supports reconciliation; it does not replace the provider’s settlement statement.
Good to know
- Check each credit, debit and refund against its original order or payment.
Need help?
- Wallet balance unexpected? Review all credits, debits and refunds for that account.
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