In this article
The Financial Ledger
The **Ledger** (found under the Payments tab) is the source of truth for every dollar that enters or leaves your business. It tracks everything from invoice payments to subscription renewals and payout transfers.
What's tracked?
- Customer Payments: Detailed breakdown of who paid and when.
- Transaction Fees: Transparent view of processing fees.
- Payouts: Transfers of funds from your wallet to your bank account.
- Refunds: Record of any funds returned to customers.
Searching and Filtering
As your business grows, finding specific transactions becomes crucial. Use the built-in tools to narrow down your view:
Search
Search by Customer Name, Email, or Transaction ID to find exactly what you're looking for.
Filters
Filter by status (Succeeded, Pending, Failed) or by date range to see specific periods.
Exporting Data
For tax season or internal accounting, you can export your transaction history at any time.
Export CSV
Click the Export button in the Ledger tab to download a full CSV file of your filtered view. This file can be imported into accounting software like QuickBooks or Xero.
Next: Manage Payouts
Ready to get paid? Learn how to configure your bank account and set your payout schedule.
Set up your bank details
Ensure your funds are delivered automatically to your preferred account.
View guide: Setting up Payouts