Transactions

​

Transactions List

Search and filter all payment events: Table columns:

---

​

Transaction Statuses

---

​

Transaction Actions

​

View Details

Click any row to see the full transaction record including line items and any notes.

​

Approve

For Pending transactions (typically Bank Transfer payments waiting for manual confirmation). Marks the transaction as completed and activates the associated subscription.

​

Decline

Decline a pending transaction with a required reason field. The reason is stored on the transaction and visible in the user’s billing history.

​

Refund

For Completed Stripe transactions:

1. Click the transaction row
2. Click Refund
3. Confirm in the refund modal — the full amount is refunded via Stripe API

Refunds appear on the client’s statement within 5–10 business days.

​

Delete

Permanently remove a transaction record. Admin only. Opens a confirmation modal.

---

​

Modals

---

​

Exporting Transactions

Use the Search and Date Range filters to narrow down the dataset, then export as CSV for reconciliation with your accounting software or bank statement.