In this article, we'll guide you through the steps to review the activity in your Wallet within your Pabau account.
Step 1: Access the Wallet
Log into your Pabau account using your credentials. Once logged in, click on the Wallet icon located in the top right corner, right next to your avatar.
NOTE: The Wallet icon will only be visible to staff members who have the Wallet permission enabled. If you need to enable this permission, please refer to this article for guidance.
Step 2: Navigate to the Activity Section
The Activity section is located below the Payout schedule within your Wallet dashboard. Here, you'll find a comprehensive log of all your financial transactions, including payments and payouts, grouped by either Day or Month.
You can also filter payments and payouts by type by clicking on "Filter." Choose the transaction type you want to view and specify the desired timeframe, then click on "Apply".
Step 3: Select a Specific Month and Year
In the Month tab within the Activity section, you can choose which month and year you want to review transactions for. Utilize the dropdown menu to select your desired timeframe.
Step 4: Understand Transaction Visual Indicators
Payment entries are highlighted in green, while payouts are represented in red and displayed in negative values. Next to the payment method icon for each payment, a green checkmark indicates a successful transaction, while a red X icon denotes a failed transaction.
Step 5: Access Invoice Details
For each payment transaction listed, there is a corresponding invoice number displayed. Click on the invoice number to open and review the details of the associated invoice, providing quick access to essential information.
By following these steps, you can efficiently review and manage the activity in your Wallet within your Pabau account.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.