Transaction Summary
Get a summary of your transactions for a specific period
Written by Steve Olaniyan
Updated at May 3rd, 2024
Should you need a transaction summary report listing your payments for a specified time period please follow the instructions below:
- 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
- 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 ‘Transaction date' range you wish to view. For specific dates select ‘Custom date range’ and enter the Start (From) & End (To) dates
- 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
- Ensure that you select & tick 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 CSV file in your device downloads.
To view a video demonstrating this process click here: