View Transactions

The Banking page lists your connected accounts and lets you open each account’s full transaction history. From there you can review individual transactions, see payment breakdowns, download receipts, and process refunds.

View transactions for an account

Each connected bank account has its own transaction list. Start from the account card to see activity for that specific account.

1. Go to Banking in the sidebar.

2. Find the account card for the bank account you want to review.

3. Click View Transactions on the account card.

4. A list of synced transactions appears for that account, showing the date, description, amount, and status for each entry.

5. Use the filter controls above the list to narrow results by date range or other criteria.

Open a transaction detail page

To see full information about a single transaction, open its detail page.

1. In the transactions list, open the row actions menu for the transaction you want to review.

2. Click View Details.

The detail page shows the transaction amount and a status badge, such as Pending, Funds in transit, Deposited, or Refunded.

What’s on the transaction detail page

The detail page is organized into sections that give you the full picture of a single payment or transfer.

• Summary — Created On date, Bank Account, Contact, and linked Case.

• Payment Breakdown — Payment amount, Clasp Legal processing fees, and Net amount.

• Details — Type, Contact name, Payment link, and Card information.

• Timeline — A chronological list of events, such as Transaction created and status changes like deposited or refunded.

If payment details are not available for a given transaction, the page displays the message “No payment details available for this transaction.”

Actions available on a transaction

Several actions let you follow up on a transaction after it has occurred. The location of each action depends on which surface you are viewing.

Download receipt

Opens a PDF receipt of the transaction and saves it locally as receipt-<transactionId>.pdf. You can find this action in the row actions menu of the transactions table and in the Transaction actions menu on the detail page.

Resend receipt

Reopens the receipt delivery flow so you can send the receipt to the contact again. This option appears only when your firm has the required capability and the transaction status allows it. You can find it in the row actions menu of the transactions table and in the Transaction actions menu on the detail page.

Refund options

Opens the refund dialog for eligible transactions. This action is available from the row actions menu on the operating account transactions table. Select Refund options from the menu to begin the refund process.

Related: Connect a Bank Account · Trust and Operating Accounts · Deposits