For more granular control over your transaction list, the Filter panel lets you combine multiple criteria at once — Payment Method, Transaction Type, Status, and Source.
How to Open the Filter Panel
Click Transactions in the left sidebar.
Click the Filter button above the transaction list.
A panel slides out from the right with four filter categories.
Payment Method
Filter by how the payment was made. Defaults to All Payment Methods. Click to select specific methods such as Card, Cash, ACH, or Check.
Transaction Type
Filter by Payment or Refund. Defaults to All Transaction Types. This mirrors the quick Transaction Type dropdown but lives within the same panel as your other filters.
Status
Filter by payment status. Defaults to All. Select Paid, or any of the options to narrow your results.
Source
Filter by where the transaction originated. Defaults to All Sources. Select from sources such as Virtual POS, Invoice, or Virtual Terminal to see only transactions from a specific channel.
Applying & Resetting Filters
Click Apply in the top-right of the panel to apply your selected filters to the transaction list.
Click Reset all filters to clear every filter and return to the default view.
Click the ✕ icon to close the panel without applying changes.
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.