All Transactions

By the end of this page, you'll know where the complete payment ledger lives, what each row tells you, and how to narrow thousands of payments down to the one you are looking for.

A transaction is one payment attempt a member made against a subscription: a first purchase, a renewal, a refund or a failed charge. The dashboards show the most recent ones in their Recent Transactions cards; All Transactions is the whole ledger.

What a row shows

Each row reads the same way as the dashboard card, so nothing has to be relearned:

• Transaction — a calendar tile (the month over the day) beside the full date and time, with the payment reference the provider issued underneath. A payment without a provider reference shows its own id.
• Project & Plan — the project the payment belongs to, with the plan under it.
• Connector — the connectors the project runs on (icon and name, or icons alone when it runs several; a dimmed icon marks an installation that is not operational).
• Subscriber — the member who paid, or Unclaimed for a payment whose subscription has no holder yet.
• Status — a colour-coded badge: Successful, Pending, Failed or Refunded.
• Provider — the payment provider that took the money.
• Amount — in the currency the member paid in, never converted.

The row menu offers View Details, View Subscription (opens the subscription on the All Subscriptions page) and View Subscriber (opens the member on the All Users page).

Searching, filtering and sorting

The toolbar above the table narrows the list. Every control writes itself into the page address, so a filtered view can be bookmarked or shared with a teammate.

• Search matches the provider's payment reference, its event reference, the subscription's own reference, the member's name or email, the plan name and the project name. Case does not matter.
• Filter by Project shows one project's payments. Picking a project unlocks two more filters, Filter by Plan and Filter by Payment Method, which list that project's plans and methods; changing the project clears them.
• Filter by Connector shows the payments of every project that runs the chosen connector. Only connectors installed on at least one of your projects are offered.
• Filter by Status narrows to one badge.
• Filter by Period applies a dashboard preset (last 7, 14, 30, 60 or 90 days, month, quarter or year to date, one year). The default, All time, is the whole ledger.
• Rows per page offers 15, 25, 50 or 100.
• Reset Filters appears as soon as any control leaves its default and puts everything back.

Click Transaction, Status, Provider or Amount in the header to sort by that column; click the same header again to flip the direction. The list opens newest first.

The detail flyout

View Details opens a side panel with everything recorded about the payment: the reference, the date and time, the amount and the fee in the payment's currency, the status, the payment method and its mode (live or test), the billing reason (first purchase, renewal, refund, access code or backfill), the currency, the project and plan, the member with the account they paid from, the provider's event reference, and the failure reason when the provider gave one. Two buttons at the bottom jump to the subscription and to the member.

Opening a payment adds ?show= to the address, so the link to one payment can be pasted straight into a message.

Related

• Dashboard & Analytics — the Recent Transactions card and the Cash flow card that summarise this ledger.
• Managing Subscriptions — the subscription each payment belongs to, with its own payment history flyout.
• Analytics API — the same ledger over REST, one project at a time, with keyset pagination.