The Search Transactions bar lets you quickly locate a specific transaction without scrolling through your full list — search by customer name or by Transaction ID.
How to Search
Click Transactions in the left sidebar.
Click into the Search Transactions field at the top of the list.
Type a customer name (e.g. "Travis Siegfried") or a Transaction ID (e.g. "9740").
Results filter automatically as you type.
Searching by Customer
Type any part of a customer's name to find all transactions associated with them — useful when reviewing a specific customer's full payment history or investigating a customer inquiry.
Searching by Transaction ID
If you have a specific Transaction ID (e.g. from a receipt, a customer reference, or a support conversation), type it directly into the search bar to jump straight to that record.
Combining Search with Filters
Search works alongside the date range and filter options — narrowing your results further. For example, you can search for a customer name within a specific date range to find a transaction from a particular period.
Need Help?
Email: [email protected]
Phone: 844-949-6424 (844-WIZ-niche)
Live Chat: Click the blue WIZchat Messenger icon in the bottom corner of your screen.