Transaction Search

This quick video shows how staff search for any payment record in ProSight in seconds instead of digging through a queue.

How do staff find a payment record in ProSight?

What it does: Staff can find any payment record in ProSight in seconds without digging through a queue.

Search options: email address, transaction ID, account number, or payment amount. Results can be filtered and exported to CSV. Clicking a transaction opens a details page with payment information, customer details, and a full activity log, including timestamps and any staff actions taken on the record.

Finding a specific transaction in ProSight takes seconds — no digging required.

From the transaction search page, staff can search by email address, transaction ID, account number, or payment amount. Filters help narrow results when you need to get specific, and results can be exported to CSV at any time.

Selecting a transaction opens the details page, showing payment information, customer details, and a full transaction history — with timestamps and staff activity logged automatically.

Video Details

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0:43 mins

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