Easily view all transactions across your entire organization. You will be able to look up:
- Offline and online transactions
- Transfers to and from your bank account
- All paid, upcoming, and past due payments
Here's how it works!
The Invoices View
The Invoices tab shows you a list of all payment items and statuses for each player.
You can find exactly what you are looking for by filtering the results by player, team, payment status and date range.
Invoice Filters
To help you find exactly what you are looking for, you can filter the results by player, team, payment status and date range.
| Filter Type | Description |
| Filter by Player | Find a specific player or a group players, such as All ‘Not Signed Up’ Players |
| Filter by Team | Find a specific team or all archived teams |
| Filter by Payment Status | Find invoices with a specific payment status (e.g. paid, upcoming, stopped, refunded, etc.) A payment item may have more than one status. For more detailed information, check out our guide on payment statuses. |
| Filter by Date Range | Find transactions for a specific date range |
For example, if you wanted to find all the players who have not signed up for Snap! Spend and also have past due payments, you can apply these filters to find that complete list of players. Export this list by clicking on the Export Current View button.
Another common use for this feature is to export an individual player’s payment schedule. Here’s an example if we wanted a specific player’s payment schedule for a specific team within this year to date.
Invoice Details
Each description links to the Invoice Details which lists all transactions related to that invoice. Related transactions may include the invoice payment, any transactions incurred if the payment fails, and the related Transfer Out transaction.
The Transactions View
The Transactions tab lists out all the invoice payment-related transactions that impact your account.
Transactions Filters
To help you narrow down the exact transactions you are looking for, you can filter the results by date range, transaction type, transaction status and payment method.
| Filter Type | Description |
| Filter by Date Range | Find transactions for a specific date range |
| Filter by Transaction Type | Find a specific type of transactions (e.g. invoice payment, invoice refund, transfer out or in). Fees are considered payments out. |
| Filter by Transaction Status | Find invoices with a specific transaction status (e.g. settled, processing, failed, etc.) For more detailed information, check out our guide on payment statuses. |
| Filter by Payment Method | Find transactions for a specific payment method (Bank or Card) |
Transaction Details
As with the Invoice Details, each description links to the Transaction Details which lists all transactions related to that invoice.
If you’re looking for an itemized list of all invoices included in a transfer to your bank, you can find it in the the link attached to the description of the Transfer Out. You can then export the list as a .csv file to share with your bookkeeper.
Pagination
You can elect to see 10, 25, 50 or 100 transaction lines per page. Then use the page number navigation to move from page to page.
Export Current View
Once you have applied your filters and the results are exactly as you want them, you can export the data to a .csv file by clicking the export current view button.
This will export the results exactly as they are on the page with the specified filters you have applied. Here's an example of how the exported CSV file will look like:
