Transactions summary
Get a summary of your transactions for a specific period
Get a summary of your transactions for a specific period.
Should you need a transaction summary report listing your payments for a specified time period please follow the instructions below:
Sign in to your driver portal via https://my.cabcard.services/login NB You must sign in via the web - not via the CabCard App
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).
A list of all payments taken on your terminal(s) will be displayed.
Select Export on the top right of your screen
Select the date range you wish to view. For specific dates select Custom date range and enter the dates in the boxes shown.
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
- SoftPOS for all CabCard Go transactions
- E-commerce to see payment link transactions
Select the type of file you wish to produce PDF or CSV
ENSURE THAT YOU CHECK THE BOX “Include processing fees”
Finally, select export
You will receive a message confirming “Export Complete Your file download has started automatically”
Select OK to clear this message.
You can locate your file in your device downloads.
To view a video demonstrating this process click here: