Stax Pay: Accessing Payments & Using the Core Features

The Payments tab in Stax Pay provides a detailed list of all transactions with your most recent at the top.



Sorting Transactions

  • Your most recent transactions will appear first by default, but your Payments Date and Total are sortable by simply clicking them.

Keyword Search & Filtering Tools

  • Use the Keyword Search field to locate specific types of transactions by Customer email, name, totals and more.
  • Locate specific types of payments by adding filter criteria.

Quick Actions

  • Select the Ellipsis symbol in each transaction to quickly access commonly used functions for a payment.

Details Drawer

  • Select any transaction row to pull up the Details Drawer for core transaction details and actionable functions like Refund and Void payments and Sending receipts.
  • This view keeps you on the same page while managing and reviewing your Payments, so you won't lose your place

 

Log Into Stax Pay and Check it Out



Depending on your subscription plan, access to certain key features within the Payments list; such as Invoicing and Customer actions will vary. 

 

Interested in unlocking your Payments lists’ full functionality? Contact us