Browse payments

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If you want to browse the list of payments then first tap payments on the nav bar.

 

This will display all payments, grouped by month and tag. If you pick another month or tag the list of payments will update. A total for the displayed payments is shown at the bottom.

If you check the boxes to the left of each payment you'll get the following bulk action options:

Change payment tags...: Change the tags of the selected payments.
Export selected payments: Export the selected payments to a CSV file.
Email payment statements to each person: Read email payment statements for more info.
Delete selected payments: Delete all the selected payments.

Tip: If each payment is opened in a new tab then you will be able to keep your place in the list as you browse through payments.

 

Side panel

The side panel is displayed on the right hand side of the page, if you are viewing on device with a small screen such as a tablet or phone you can access it by tapping 

The side panel includes an option to embed a payment form on your website.

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