Managing Transactions & Subscriptions

A complete record of all transactions can be found under Payments > Transactions From here, you can view all transactions by customer name, purchase date, customer email, campaign, product, price, payment method, and affiliate (if applicable). You can also Filter your results based on the products sold, affiliate (if applicable), and date range. After filtering your search results, you can export all transaction information into a CSV file. Invoice icon: allows vendors to view, edit and send customer invoices. To learn more about handling invoices, click here. Transaction Details icon: allows vendors to see more information about the customer transaction. Refund icon: You can refund the individual transactions by clicking the icon, and then confirming the refund. Vendors have the ability to issue a Full Refund, Partial Refund, or Mark the transaction as refunded. If you are looking into issuing a partial refund, you can learn more about issuing partial refunds here. Alternatively, click the “Details” icon, which opens more details about the individual transaction. You can also refund the transaction from the details pop-up section. TOS/legal Acceptance Log (Transaction Details): If a vendor has the TOS/legal checkbox enabled for the customer to click before purchasing, there will be a log of the customer’s acceptance in the transaction details. This is helpful when fighting a customer charge dispute with your payment gateway. To learn more about adding a TOS checkbox to your checkout, click here.

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