This section covers Transactions in your CRM. Here you’ll find articles explaining how individual payments are recorded, viewed, and managed, giving you a clear financial picture across orders, invoices, and payment links.

Frequently Asked Questions #

What is a transaction? #

A transaction is a record of an individual payment processed through your CRM, capturing the amount, status, and the contact it relates to.

Where do I find my transactions? #

Transactions are listed under the Transactions tab in the Payments section of your CRM.

How are transactions related to orders? #

Each order typically has a linked transaction record, so you can trace the payment behind every order.

Can I see the status of a transaction? #

Yes. Each transaction shows its status, such as succeeded, pending, refunded, or failed, so you can monitor payment outcomes.

Are transactions tied to contacts? #

Yes. Transactions are associated with the contact who made the payment, giving you a full financial history per customer.