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Transactions - Overview

Payments (Transactions)

Within the transactions subsection located under the payments tab in your CRM, you will find a comprehensive list of transactions associated with your linked Stripe and PayPal products. This centralized view allows you to conveniently monitor and manage all transactional activities involving these payment platforms, providing an efficient way to track your business’s financial performance and customer interactions.

 

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

 

 

View Your Transactions

When you have successfully processed transactions, they will be displayed in this designated area for easy viewing and management. However, if there are no transactions available to view, either due to a lack of completed transactions or other reasons, this section will appear empty. In such cases, as your business progresses and transactions occur, this area will populate accordingly.

Transaction

Date Range

You can find the transaction from a specific calendar period with a calendar filter. Click on the calendar tab and select “from” and “to” periods and the system will show the transaction from the calendar period set by a user.

 

Search via date range

Search date range

 

 

Search

Enter a Provider & Charge ID or customer’s first name to narrow down the transaction details of the customer.

 

Search transaction list

Search transaction list

 

 

Filters

These filters allow you to view the transaction based on its status, payment mode, or Source type. A status can be active, overdue, canceled, etc, payment mode could be Live or test mode, and Status type could be Funnel or websites.

 

Filters

Filters

 

Download

To obtain a copy of the transaction list, simply click on the download button. This action will generate a downloadable file containing the entire list, allowing you to conveniently save, access, and analyze the data offline or share it with other team members as needed.

 

Download transaction list

Download transaction list

 

Transaction Table

Viewing your list of transactions, you will see a variety of identifiers:

 

  1. Provider & charge ID

Here you can view the stripe ID allotted to each transaction on the list. It is generated by the system and it is helpful to track and resolve transaction-related issues.

  1. Customer 

The names of the customers are listed here.

  1. Source 

Here you will see which source the transaction came from.

  1. Transaction date

The date a transaction was done will be listed here.

  1. Amount

The transaction cost will be listed here.

  1. Status 

The status of each transaction will be listed here; “Pending”, “Succeeded”, and “Failed”.

 

Transaction list

Transaction list

 

 

Actions Menu

To the far right of each transaction, click on the three dots to view transaction, view customer, view order, or view order.

 

Action menu

Action menu

 

View Transaction

Here you can see the transaction details for each of the customers;

  1. Transaction ID

Here we can see the identification number of the transaction made.

  1. Transaction Date 

You can see the date and time the transaction was made.

  1. Total Amount 

You can see the total amount charged for this transaction here.

  1. Payment Provider 

You can see the name of the payment provider type, ID, account ID, and who made the payment.

  1. Customer’s Information 

You can see the customer’s name and email. When you click on the URL arrow, it directs you to the Contact Details section.

  1. Source 

You can see the; internal order ID, source type, sub-type, identification (click on the ID to direct you to the Funnel the contact is linked to), name, step ID, and page ID.

 

Transaction details

Transaction details

 

 

View Customer

If you want to edit the customer’s detail, click on this “view customer” button to direct you to the Contact details section.

 

View customer in contact details

View customer in Contact details

 

 

View Order

Clicking on this button directs you to the order details, you can make any edit there.

 

View order in Order details

View order in Order details

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