Filter, Search, and Sort Transactions

Narrow the list by date range (preset or custom), currency, payment status, or payment method - and search by the client's name.

WAWritten by Wendor Admin

Transaction History

Visit this page to narrow your transactions list down to exactly what you want to see - by date, currency, payment status, or payment method - and to search by the client's name. Filters update both the table and the summary cards at the top of the page.

Transaction History page showing currency and Last Month date filters in the top-right, status and methods dropdowns above the table, and a search box on the left
Currency + date filters live in the top-right; status, methods, and search sit above the table.

Filter by date

The date filter in the top-right offers seven presets and one custom option:

  • Last 7 days - transactions created in the last week.
  • Last 14 days - last fortnight.
  • Last 30 days - last month (rolling, not calendar).
  • This month - from the 1st of the current month to today.
  • Last Month - the previous calendar month, start to end.
  • This year - from January 1st of the current year to today.
  • Last year - the whole of the previous calendar year.
  • Custom date range - pick your own start and end dates (see below).

The summary cards and the table both react to the chosen window.

Date filter dropdown showing the seven presets plus Custom date range
The date filter, with all eight options.

Custom date range

Pick Custom date range to choose your own period:

  1. A date-range picker appears above the summary cards.
  2. Click to pick a start date, then an end date.
Custom date range picker open above the summary cards
The custom date range picker appears above the summary cards.

Filter by currency

Use the currency filter in the top-right to switch the view to one of the currencies you've taken payments in. Both the summary cards and the table reformat into the currency you pick.

If you've only used one currency, the filter defaults to that and you can leave it alone.

Currency filter dropdown open showing € EUR (selected) and £ GBP
The currency filter lists every currency you've taken payments in.

Filter by payment status

Use the Payment Status dropdown above the table to limit the list to a single status:

  • All Status (default) - every row.
  • Paid - fully paid links.
  • Pending - active links waiting to be paid.
  • Expired - payment window passed without payment.
  • Archived - links that have been archived.
  • Failed - payment attempt failed.
  • Authorised - authorised but not yet captured.
  • Awaiting Authorisation - the couple's bank is reviewing.
Payment Status dropdown open showing All Status, Paid, Pending, Expired, Archived, Failed, Authorised, Awaiting Authorisation
The Payment Status filter, with All Status selected.

Filter by payment method

Use the Payment Method dropdown to limit by the kind of invoice the payment link is for:

  • All Methods (default) - every row.
  • Deposit (shown as DEPOSIT in the table) - deposit invoices.
  • Final Payment (shown as FINAL) - final/balance invoices.
  • Adhoc (shown as ADHOC) - one-off invoices sent in addition to the standard deposit and final (e.g. add-on services).
Payment Method dropdown open showing All Methods, Deposit, Final Payment, Adhoc
The Payment Method filter.

Search by client name

The search box above the table filters rows by client name.

  • Matching is partial and case-insensitive - typing sara finds Sara Lyons.
  • Only the client's name is searched - not transaction IDs, amounts, or statuses.
  • The list updates as you type.
Close-up of the search input with a blue X icon to clear the query
Click the X in the search box to clear the filter.

Sort the table

Click a sortable column header (Client Name, Date & Time, Booking Value, Advance Paid, Balance Due) to sort by that column. Click again to flip ascending/descending. Other columns aren't sortable.