The Transactions tab within the Payments section provides a centralized location to review all sales processed through the various tools available on your platform. This feature offers detailed visibility into each transaction, including dates, amounts, and the associated customer details. Whether sales originate from invoices, payment links, or integrations like Apple Pay, Google Pay, or Stripe, the Transactions tab consolidates this data for easy access and management.

Navigate to the Payments tab, then select the Transactions option to begin.

Import as CSV #

Record offline transactions by importing them into the platform as a CSV file. This aids in the organization and management of your cash flows to ensure that your books stay balanced.

Date Range #

The Date Range filter allows you to specify a timeframe for viewing transactions. Select custom date ranges from the calendar dropdown to refine the results, making it easier to analyze transactions based on specific periods.

Search #

Effortlessly locate a transaction by entering a few characters of the customer’s name or email address.

Filters #

Apply Status, Payment Mode, or Source Type filters to view transactions that satisfy specific criteria.

Export #

Select this option to export the transactions list for offline access. The user initiating the export receives an email containing a secure link to download the exported data.

Transactions Table #

• Customer: The name of the contact associated with the transaction.
• Provider: The payment integration used for the transaction.
• Source: The specific funnel, store, calendar, or other medium from which the transaction originated.
• Transaction Date: The date and time the transaction status was last updated, based on the account timezone.
• Amount: The cost of the products purchased.
• Status: Indicates whether the transaction was successfully completed, failed, or refunded.

Actions Menu #

Click the three dots associated with each transaction to view full transaction details or issue a refund.

By leveraging the filters, search functionality, and detailed transaction data in the Transactions tab, you can maintain accurate financial records and gain valuable insights into your payment operations.

Frequently Asked Questions #

What does the Transactions tab show? #

It centralizes all sales processed across your platform, with details like date, amount, customer, provider, and source, regardless of whether they came from invoices, payment links, or integrations.

How do I open the Transactions tab? #

Navigate to the Payments tab and select the Transactions option.

Can I add offline transactions? #

Yes. Use Import as CSV to record offline transactions and keep your cash flow records balanced.

How do I find a specific transaction? #

Use the search bar to enter part of the customer’s name or email, or apply Status, Payment Mode, or Source Type filters and a date range.

How do I export my transactions? #

Click Export, and you’ll receive an email with a secure link to download the exported transaction data.

How do I view details or issue a refund? #

Click the three dots in the Actions menu next to a transaction to view full details or issue a refund.