Tracking Transactions

Tracking Transactions

Credo makes it simple to monitor and manage your transactions in real-time. Whether you're reviewing recent payments, checking the status of pending transactions, or downloading transaction reports, the Transactions page provides all the tools you need to stay in control.

How to Track Your Transactions



  1. Access the Transactions Page:
    Log in to your Credo account and navigate to the “Transactions” section. Here, you’ll see a detailed breakdown of all your recent transactions.

  2. Confirm the Status of Your Transactions:

  1. Pending: Transactions that are still being processed.

  1. Successful: Transactions that have been completed successfully.
  2. Failed/Declined: Transactions that didn’t go through due to technical or customer-related reasons.

Use the Status column to easily track where each transaction stands. 

Additional Features on the Transactions Page

  1. Date and Time Tracking:

    • View the exact date and time each transaction occurred for better record-keeping.


  2. Transaction ID:

    • Each transaction is assigned a unique ID. Use this ID to search or reference specific transactions during reconciliation or support requests.


  3. Merchant Reference and Customer Information:

    • View the merchant reference associated with each transaction and the customer involved, allowing you to identify transactions quickly.


  4. Service and Narration:

    • See details about the service or product tied to the transaction and a brief description (narration) for additional context.


  5. Payment Method and Channel:

    • Know the payment method (e.g., Card, Bank Transfer) and the channel used for the transaction.


  6. Amount:

    • Track the amount for each transaction to ensure all payments match your records.


  7. Filter and Search Transactions:

    • Narrow down results using filters like date range, status, or amount. The search bar lets you find specific transactions faster.

    Media Placeholder: Add a GIF showing how to use filters and the search function.

  8. Download Transaction Reports:

    • Export your transactions in a downloadable format for offline record-keeping or further analysis.


FAQs

Q: How can I track transactions for a specific date?

A: Use the date filter at the top of the Transactions page to select your desired range.

Q: What should I do if a transaction is stuck in "Pending" status?

A: Transactions marked as "Pending" are typically awaiting confirmation from the payment processor. If the status doesn’t change after 24 hours, contact support.

Q: Can I download my transactions for offline use?

A: Yes, click the "Download" button on the top-right corner of the Transactions page to export your transaction history.

Q: What does the "Narration" column mean?

A: The "Narration" column provides a brief description or note about the transaction for context.

Q: How can I identify a transaction quickly?

A: Use the unique Transaction ID or search by the customer’s name in the search bar.

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