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How to Search for Transactions

Step-by-step instructions for navigating to the Transactions tab in Cloud, selecting a date, and searching for transactions by total, payment type, item, card number, or transaction ID.

📋 Overview


The Transactions tab in Cloud lets you search for specific transactions at a location using date and keyword filters. This is useful for locating a transaction to review, reprint a receipt, or process a refund.

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How to navigate to the Transactions tab in Cloud and search for specific transactions using date and keyword filters.

For a full reference of everything on the Transactions tab, see Cloud Transactions Overview

🚀 Steps


Step 1. Navigate to the Transactions Tab

Go to cloud.mashgin.com, select your location, then click the Transactions tab in the navigation

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Step 2. Select the Date of the Transaction

Click the calendar date to the right of the search bar to choose a date, then click Apply to load transactions for that day.

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Default behavior: If no date is selected, the last 100 transactions will populate.

Step 3. Type Transaction Details into the Search Bar

Use the search bar to narrow down the results. You can search by any of the following:

Field
Description
Total
Total price of the transaction
Payment Type
cash, card, Visa, Mastercard, etc.
Items
Name of an item within the transaction
Card Number
Last four digits of the card, or the full stored value card number
Customer Name
First or last name of the cardholder (note: not all cards display the customer’s name)
Transaction ID
The identifying transaction number shown in Cloud
Transaction Hash
The identifying hash shown on the receipt and in Cloud
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🔗 Related Articles


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Need help? Contact support at 📧 help@mashgin.com or call (855) 475-0889

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