If you have an Operator account in Monta Hub, then you have a Operator Wallet. In this Wallet are all transactions between your Operator and Monta, Teams under your or other Operator accounts, EV drivers who use your services and more.
In the current guide you will learn where to find these transactions and how you can manage them.
Operator transactions page
This is where you can find the Operator Wallet transactions and the actions you have available.
- Click on the Payment & billing section of the left-side menu
- Select the Transactions tab
- Filter for a period of time and export make a CSV export to your email
- Click on the transaction to view the details or download the receipt
Find a specific Wallet transaction
- Click on the Payment & billing section of the left-side menu
- Select the Transactions tab
- Filter transactions by date
- Use the date picker to isolate a period of time
- Filter transactions by type
- Click on the three action dots and select a type of Wallet transaction
- You will now see only transactions of this type on the page
Export transactions
- Click on the Payment & billing section of the left-side menu
- Select the Transactions tab
- Filter for a specific period of time
- Click on Export to receive a CSV file of the Operator transactions
Refund a transaction
You can also refund some kinds of Wallet transactions, for example, subscription purchase. Please note that you can only refund transactions in the Monta Portal (old version).
When you make a refund the funds will be transferred from your Operator Wallet to the Team Wallet of the company or end user who has purchased a service from you.
- Click on the Transactions section of the left-side menu
- Find the transaction (see instructions above)
- Click on the three action dots and select Refund transaction
- Select how much you want to refund in %
- Write a note why you are refunding the transaction and click Next
- Review the page to confirm and click on Refund
- You can see the refund in the Operator transactions
- This will also be reflected in your monthly invoice