Managing Payments Received

By following this guide, you will be able to confidently navigate the Payments dashboard to view your transaction ledger, filter transactions by specific forms, search for payer emails, and export your complete transaction history to a CSV file.

Step 1: View the Transaction Ledger

1. Log into your Mimo Forms account.
2. Navigate to the main dashboard menu on the left side of your screen.
3. Click on Payments to open the Payments dashboard.
4. Review the central ledger to see a chronological list of all your recent transactions.

[!NOTE] The transaction ledger updates in real-time as new payments are processed through your forms.

Step 2: Filter by Specific Forms

1. Locate the Filter by Form dropdown menu at the top of the transaction ledger.
2. Click the dropdown to view a list of all your forms that accept payments.
3. Select the specific form or forms you wish to view.
4. The ledger will automatically refresh to display only the payments associated with your selection.

[!TIP] Filtering by form is incredibly useful when you are running multiple campaigns simultaneously and need to track revenue per campaign.

Step 3: Search by Payer Email

1. Find the Search bar positioned above the ledger list.
2. Enter the email address of the payer you wish to locate.
3. Press Enter or click the search icon.
4. The ledger will display all transactions linked to that specific email address.

[!IMPORTANT] The search function requires exact matches for email addresses. Ensure there are no typos or extra spaces if you cannot find a specific payer.

Step 4: Export Transaction History to CSV

1. Apply any necessary filters or search queries if you only want to export specific transactions.
2. Click the Export to CSV button located in the top right corner of the Payments dashboard.
3. Wait for the download prompt to appear.
4. Save the CSV file to your local computer for accounting or reporting purposes.

[!TIP] If you do not apply any filters before clicking export, the CSV will contain your entire transaction history.