View Transactions go to My Leads > Transactions

The simplest way to view the transactions on your account is to go to My Leads > Transactions. There you will see your Total Client Balance and a list of payments and charges made on your account. You can filter the payments and charges for a specific time period you are interested in, as well as filter for just payments (credits) or just charges. Filter in the upper right corner by selecting the funnel. If you see any transactions on your account that you have a question about please feel free to contact us in the messenger while logged in. Unfortunately, you are not able to export the transactions list, but to overcome this barrier there is the transaction report that allows you to export. 

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