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Where can I find my transaction history? And how do I get my invoice?

Updated over 2 weeks ago

Transaction History for Recurring Payments.

  1. Go to the Home Page

  2. Click on the recurring payment you want to review.

  3. Find the Transaction History section

  4. Click on a transaction to see more information, including:

    • Dates of payment

    • Amount sent to the payee

    • Payment status

Transaction History for One-time payments and Taxes

  1. Go to the home page.

  2. Open the “One-Time Payments” section.

  3. Click on the transaction you need to review

You can download a receipt for any completed Chexy payment. Here’s how:

  1. Log in to your Chexy account.

  2. From your payments, click on the payment you want a receipt for.

  3. In the list of transactions, select one of the completed payments.

  4. Click “View receipt” to open it.

Note:

  • Transactions are not grouped by payee.

  • If a one time payment is in Draft status, that means it was started by not sent. Clicking a one-time payment in draft status will let you resume sending that payment.

  • Clicking a one-time payment in Sent, In Progress, Failed or Cancelled status will open up a window with more details about the transaction.

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