Overview
Learn how to view transactions created by you and your team.
🎯Primary Audience: Proof for Business
Steps
- Log in to your Proof account.
- Click Send & manage from the navigation panel on the left:
- If you don't see the panel, click the caret towards the upper left to expand it.
- Remain on the default view of All transactions, or select Created by me or Archived from the Send & manage menu on the left.
- Narrow down your transactions using one or more of the following methods:
- Type a name, email address, or transaction ID in the search bar near the top of the page and press enter to search.
- Select the desired status(es) from the status dropdown menu to filter by status.
- Use the Date created or Date completed dropdown menus to filter by date.
- Find the specific transaction in the list that appears below.
Filters
You can filter transactions by:
Date created
Date completed
Still have questions you can't find answers to? Click the chat icon in the corner of your screen to start a chat, email us at support@proof.com!
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