Transactions

Header Section

Located at the top of the page with key information and actions:

• Page Title: "Transactions" with payment icon
• Description: "Transaction History" subtitle
• Search Bar: Quick search across all transaction fields
• Action Buttons: Export, Refresh, and Filters toggle

Transaction List Area

Central content area displaying transactions:

• Desktop View: Data table with columns for all transaction details
• Mobile/Tablet View: Card-based layout for easy scrolling
• Loading State: Progress indicator during data fetch
• Empty State: Helpful message when no transactions match filters

Filter Panel (Right Sidebar)

Slide-out panel accessible via Filters button:

• Animation: Smooth slide-in from right side
• Width: 340px fixed width with scroll
• Sections: Organized filter categories with clear labels
• Actions: Apply and Reset buttons at bottom

Pagination Bar

Bottom bar with navigation controls:

• Page Counter: "Showing X-Y of Z transactions"
• Rows Per Page: Dropdown selector (10, 25, 50, 100)
• Page Navigation: First, Previous, Page Numbers, Next, Last buttons
• Persistent Preference: Rows per page selection saved for future sessions

Search Bar Functionality

The search bar provides instant, full-text search across multiple transaction fields:

• Searchable Fields: Invoice numbers, customer names, amounts, payment methods
• Real-Time Search: Results update as you type
• Case Insensitive: Search works regardless of letter casing
• Partial Matching: Find transactions with partial information

Search Examples:

• Type "INV-12345" to find a specific invoice
• Type "John" to find all transactions by customers named John
• Type "VISA" to find all VISA card transactions
• Type "56.25" to find transactions with that specific amount

Action Buttons

• Export Button: Download current filtered results to Excel spreadsheet
• Refresh Button: Reload transaction data to see latest updates
• Filters Button: Toggle the advanced filter panel open/closed

Status Filter

Filter transactions by their current status:

• ● Completed: Payment successfully processed and finalized
• ● Pending: Payment initiated but not yet confirmed
• ● Refunded: Payment returned to customer
• ● Voided: Transaction cancelled or nullified
• ● Unknown: Status could not be determined

Multi-Select: Select multiple statuses to view transactions in any of those states.

Entity Type Filter

Filter by customer type who made the transaction:

• Clients: Registered customers with accounts
• Users: System users (staff, administrators)
• Guests: Unregistered or anonymous visitors

Transaction Type Filter

Filter by payment method and transaction category:

• Payment on Equipment: Payment made at physical kiosk or terminal
• Online Payment: Payment via web portal or mobile app
• POS Payment: Point of sale terminal transaction
• Manual Payment: Manually recorded payment (cash, check)
• Online Refund: Refund processed through online system
• POS Refund: Refund processed at point of sale
• Partial Refund: Partial amount returned to customer
• Automatic Refund: System-initiated refund (e.g., overstay validation)
• Unknown: Transaction type could not be categorized

Card Brand Filter

Filter by payment card network or method:

• AMEX: American Express cards
• MASTERCARD: Mastercard network
• VISA: Visa network
• INTERAC: Canadian debit network
• Comptant: Cash payments
• Chèque: Check payments
• Débit/Crédit: Generic debit or credit

Autocomplete Search Filters

These filters feature intelligent search with real-time suggestions:

• Devices: Search and select specific payment terminals or kiosks
• Customers: Search by customer name to filter their transactions
• Access Cards: Filter by specific access card or RFID tag
• Users: Filter by system user who processed the transaction
• Businesses: Filter by associated company or organization

How Autocomplete Works:

1. Start typing at least 2 characters in the search field
2. System searches database and displays matching results
3. Click on a result to add it to your filter selection
4. Add multiple items to filter by any of them
5. Remove items by clicking the X next to their name

Tags & Zones Filters

• Tags: Custom labels assigned to transactions for categorization
• Zones: Physical parking zones where transactions occurred

Both filters support multi-selection. All available tags and zones are loaded when you open the filter panel.

Date Range Filter

Filter transactions by when they occurred:

• Start Date: Beginning of date range (inclusive)
• End Date: End of date range (inclusive)

Click the date fields to open a calendar picker. Select specific dates to create your range. Leave blank to include all dates.

Transaction Amount Filter

Filter by transaction amount range:

• Min Amount: Minimum transaction value (e.g., 10.00)
• Max Amount: Maximum transaction value (e.g., 100.00)

Enter numeric values only. Use decimal point for cents (e.g., 25.50). Leave blank to have no limit on that end of the range.

Examples:

• Min: 50, Max: 100 → Transactions between $50 and $100
• Min: 100, Max: (blank) → All transactions $100 or more
• Min: (blank), Max: 20 → All transactions $20 or less

Desktop Table View

Display Breakpoint: Screen width > 1200px

Full data table with columns for comprehensive transaction information:

Mobile/Tablet Card View

Display Breakpoint: Screen width ≤ 1200px

Transactions displayed as cards for touch-friendly navigation:

• Card Header: Invoice number and timestamp
• Customer Info: Customer name and entity type icon
• Transaction Details: Type, amount, and payment method
• Status Badge: Color-coded status indicator
• Tap to Expand: View full details and available actions
• Swipe Actions: Quick access to common operations

Loading & Empty States

• Loading State: Circular progress indicator with "Loading transactions..." message
• Empty State: Friendly message when no transactions match current filters
• Error State: Clear error message with option to retry
• Pull to Refresh: On mobile, pull down to manually refresh the list

Transaction Information

The detail view displays complete transaction information:

• Invoice Number: Unique transaction identifier for reference
• Date & Time: Exact timestamp of transaction
• Customer Information: Name, email, phone, entity type
• Transaction Type: Payment method and category
• Amount Breakdown: Subtotal, taxes, total amount
• Payment Method: Card brand, last 4 digits, authorization code
• Device Information: Terminal or kiosk where transaction occurred
• Location Details: Zone, parking space, access card used
• Associated Tags: Custom labels assigned to transaction
• Status History: Timeline of status changes

Available Actions

Actions available depend on transaction status and user permissions:

• View Receipt: Display or print transaction receipt
• Email Receipt: Send receipt to customer email
• Process Refund: Initiate full or partial refund (Completed only)
• Void Transaction: Cancel transaction (Pending only)
• Add Notes: Attach internal notes for reference
• View Parking Session: Link to associated parking session details
• Export to PDF: Download transaction details as PDF

Related Information

Access related records directly from transaction details:

• Customer Profile: View complete customer account and transaction history
• Access Card Details: View card information and usage history
• Device Status: Check device health and recent activity
• Zone Information: View zone capacity and current occupancy
• Business Account: Access company account details if applicable

Export Process

1. Apply desired filters to narrow down transaction set
2. Click the "Export" button in the header area
3. System generates Excel file with current filter criteria
4. Download dialog appears with file ready for saving
5. Choose location and save the file to your computer

File Format: .xlsx (Excel 2007+)
Naming Convention: transactions_export_[timestamp].xlsx

Exported Data Columns

The Excel file includes comprehensive transaction data:

• Transaction Date & Time
• Invoice Number
• Customer Name
• Customer Email
• Customer Phone
• Entity Type (Client/User/Guest)
• Transaction Type
• Transaction Amount
• Currency
• Payment Method (Card Brand)
• Card Last 4 Digits
• Authorization Code
• Transaction Status
• Device Name
• Device ID
• Zone Name
• Parking Space
• Access Card Number
• Tags (comma-separated)

Export Best Practices

• Filter First: Apply filters before exporting to get exactly the data you need
• Date Range Limits: Use reasonable date ranges to avoid very large files
• Regular Backups: Export monthly data for record-keeping and compliance
• File Organization: Name and organize exported files systematically
• Data Security: Store exported files securely as they contain sensitive information

Rows Per Page

Customize how many transactions display per page:

• 10 rows: Quick loading, more pages to navigate
• 25 rows: Balanced view (default)
• 50 rows: Fewer page changes, more scrolling
• 100 rows: Maximum records per page

Persistence: Your selection is saved and applied automatically in future sessions.

Page Navigation

Multiple ways to navigate between pages:

• First Page: Jump to page 1 (|◄ button)
• Previous: Go back one page (◄ button)
• Page Numbers: Click specific page number to jump directly
• Next: Advance one page (► button)
• Last Page: Jump to final page (►| button)

Current Page: Highlighted page number shows your current position.

Page Counter

The counter displays your current position:

Format: "Showing X-Y of Z transactions"

• X: First transaction number on current page
• Y: Last transaction number on current page
• Z: Total transactions matching current filters

Example: "Showing 26-50 of 247 transactions" means you're on page 2 with 25 rows per page, viewing transactions 26 through 50 out of 247 total.

Daily Transaction Monitoring

• Review pending transactions each morning to identify stuck payments
• Check for failed transactions and investigate causes
• Monitor refund requests and process them promptly
• Verify that transaction totals match expected revenue
• Set up date range filter for "Today" to see current day activity

Efficient Searching

• Use invoice number for fastest exact match searches
• Combine search with status filter to find specific transaction types
• Save time by using autocomplete filters instead of manual scrolling
• Filter by device when troubleshooting specific terminal issues
• Use amount range filter to investigate unusual transaction values

Financial Reconciliation

• Export daily transactions at end of each business day
• Filter by "Completed" status for accurate revenue calculations
• Use date range filters to match your accounting periods
• Filter by card brand to reconcile with payment processor reports
• Track refunds separately to ensure they're properly documented
• Verify transaction counts match physical terminal batch reports

Customer Service

• Use customer filter to quickly access customer transaction history
• Have invoice number ready when calling customer to resolve issues
• Check transaction details for parking session context
• Email receipts directly from transaction details when requested
• Document customer interactions in transaction notes

Troubleshooting Payment Issues

• Filter by "Pending" status to find transactions needing attention
• Use device filter to identify problematic payment terminals
• Check for patterns in failed transactions (specific cards, times, amounts)
• Review transaction timestamps to correlate with device logs
• Monitor card brand distribution to ensure all networks functioning

Performance Optimization

• Use date range filters to limit result sets for faster loading
• Increase rows per page setting if you have good internet connection
• Export large datasets rather than scrolling through many pages
• Apply filters before searching to narrow results
• Refresh page periodically to ensure you're viewing latest data