Transactions

Created by Ezra Weinstein, Modified on Wed, Sep 28, 2022 at 5:08 PM by Hannah Harris

Payments (Transactions)

In this section, you can see a list of all transactions involving your connected Stripe and PayPal products.

NOTE: Depending on your user permissions, you may not have access to all of the components.

View Your Transactions

If you have completed transactions, you will see them here. If you do not have any transactions to view, this area will be blank.

Transaction Status

Here, you can filter the list by the transaction status; All, Pending, Succeeded, Failed.

Payment mode

Here, you can filter the list by payment mode; All, Live mode, test mode.

Source Type

By clicking here, you can filter the transaction list by the source type.

From Transaction Date

Filter the transaction list by date. Select the date you would like to start your search from here.

To Transaction Date

Filter the transaction list by date. Select the date you would like to end your search here.

Download

You can download the transaction list by clicking here.

Transaction Table

This is the transaction table and its constituent below;

1.
Transaction ID ****The ID number for each transaction are shown here.\
2.
Customer ****The names of customers are listed here.\
3.
Source ****Here you will see which source the transaction came from.\
4.
Provider & charge ID\
5.
Transaction date The date a transaction was done will be listed here.\
6.
Amount ****The transaction cost will be listed here.\
7.
Status ****The status of each transaction will be listed here; "Pending", "Succeeded", "Failed".

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!