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.
Confirm the Status of Your Transactions:
Pending: Transactions that are still being processed.
Date and Time Tracking:
View the exact date and time each transaction occurred for better record-keeping.
Transaction ID:
Each transaction is assigned a unique ID. Use this ID to search or reference specific transactions during reconciliation or support requests.
Merchant Reference and Customer Information:
View the merchant reference associated with each transaction and the customer involved, allowing you to identify transactions quickly.
Service and Narration:
See details about the service or product tied to the transaction and a brief description (narration) for additional context.
Payment Method and Channel:
Know the payment method (e.g., Card, Bank Transfer) and the channel used for the transaction.
Amount:
Track the amount for each transaction to ensure all payments match your records.
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.
Download Transaction Reports:
Export your transactions in a downloadable format for offline record-keeping or further analysis.
Q: How can I track transactions for a specific date?
Q: What should I do if a transaction is stuck in "Pending" status?
Q: Can I download my transactions for offline use?
Q: What does the "Narration" column mean?
Q: How can I identify a transaction quickly?