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Transaction Summary

Get a summary of your transactions for a specific period

Written by Steve Olaniyan

Updated at May 3rd, 2024

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Should you need a transaction summary report listing your payments for a specified time period please follow the instructions below:

  1. Sign in to your web driver portal via https://my.cabcard.services/login  NB You must sign in via the web - not via the CabCard App
  2. Select ‘Transactions’ from the menu on the left.  (on smaller screens this can be opened by selecting the 3 horizontal lines next to your name)
  3. A list of all payments taken on your terminal(s) will be displayed.
  4. Select ‘Export’ on the top right of your screen
  5. Select the ‘Transaction date' range you wish to view.  For specific dates select ‘Custom date range’ and enter the Start (From) & End (To) dates
  6. Select the payment ‘Method’ you want to view - we recommend you select ‘All’. Should you wish to get more specific data you can:
    • Select POS to view all Terminal transactions
    • Select SoftPOS for all CabCard Go transactions 
    • Select E-commerce to see payment link transactions
  7. Ensure that you select & tick the box 'Include processing fees'
  8. Finally, select ‘Export’
  9. You will receive a message confirming 'Export Complete' Your file download has started automatically”
  10. Select ‘OK ’to clear this message.
  11. You can locate your CSV file in your device downloads.

To view a video demonstrating this process click here: 

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