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Monta Portal

Operator Wallet Transactions

Learn how to find, filter, export or refund transactions in the Operator Wallet.
Written by Yana Yankova
Last updated: 16 January, 2024
In this guide

If you have an Operator account in the Monta Portal, 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.

  1. Click on the “Transactions” section of the left-side menu
  2. Search transactions by transaction ID
  3. Filter for a period of time and export make a CSV export to your email
  4. Use the three action dots to View a transaction, download the receipt or make a refund

Find a specific Wallet transaction

  1. Click on the “Transactions” section of the left-side menu
  2. Find a transaction by ID
    • In the search bar, paste a transaction ID
  3. Filter transactions by date
    • Use the date picker to isolate a 14 day period
  4. 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

  1. Click on the “Transactions” section of the left-side menu
  2. Filter for a specific period of time
  3. 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.

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.

  1. Click on the “Transactions” section of the left-side menu
  2. Find the transaction (see instructions above)
  3. Click on the three action dots and select “Refund transaction”
  4. Select how much you want to refund in %
  5. Write a note why you are refunding the transaction and click “Next”
  6. Review the page to confirm and click on “Refund”
  7. You can see the refund in the Operator transactions
    • This will also be reflected in your monthly invoice

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