Understanding the transactions section

The Transactions section provides a complete overview of all bookings and payments generated within the Novotix platform. This typically includes:

This page is primarily used to search, filter, review, and export transaction data. It is the central place to verify payments, trace orders, and support customers when questions arise.

Where to find Transactions

After logging in to the Novotix dashboard, open the main menu and navigate to Transactions.

The Transactions page displays a table with transaction records and key fields such as:

Each row represents a single transaction (order/payment record).

Understanding the table columns

While the exact column set may vary based on configuration, the table usually contains:

Tip: the Order ID is often the most reliable identifier when you need to locate a single transaction quickly.

Searching and filtering transactions

The Transactions page allows you to quickly narrow down results using filters and search.

1) Filter by date range

At the top of the page you can select:

After entering a date range, click Search to apply the filter.

Use case examples:

2) Search using keywords

Use the search field to filter transactions by specific keywords. Depending on the implementation, common searchable values include:

Best practice: start broad with a single keyword (e.g., email or order ID) and refine if needed.

Resetting filters

If you want to remove active filters and return to the default view, use Reset.

Customizing the table view

Column visibility

You can choose which columns are visible in the table using Column visibility.

This is helpful if you:

Number of rows

You can adjust how many rows are shown per page (e.g., 10, 25, 50). Increasing rows can be useful when reviewing large datasets without moving through pages.

Exporting and printing transaction data

The Transactions page supports exporting and printing based on your current filtered view.

Available actions typically include:

Important: exports and prints generally reflect the filters and column visibility settings currently applied. For accurate reports, ensure your date range, search terms, and visible columns are set correctly before exporting.

Opening a transaction (Details)

Each transaction row includes a Details button. This opens the transaction detail view, where you can inspect the full record and (depending on your permissions and installed modules) perform follow-up actions.

Typical follow-up actions may include:

Note: The full list of available actions can differ depending on platform configuration, user permissions, and installed applications.

Related article: actions on a transaction

The actions you can perform on a specific transaction are explained in a separate helpdesk article. This Transactions article focuses on:

Refer to the dedicated article for step-by-step guidance on refunds, ticket re-issuance, invoicing, and other transaction-level actions.

Practical tips

Need help?

If you cannot find a transaction or a payment status looks incorrect, please contact Novotix Support and provide:

This enables the support team to investigate quickly.