On the Transactions page of a client’s profile, you can view detailed information about each transaction a client has made during the selected date range. For a list of common transactions and descriptions of how they would appear on a client’s Transactions page, see Common client transactions.
From the Transactions page, you can also void or refund purchases and view, email, or print receipts.
In this article:
To view a client’s Transactions page:
- On the Top Nav Bar, click the Search button , and enter the client’s information in the box. You can enter the client’s name, phone number, email address, UID, or client ID.
- In the list of clients displayed, click the client’s name.
- On the side menu, click Account.
- On the Account menu, click Transactions.
Headings on the Transactions page
|ID||The transaction ID for the processed transaction.|
|Date||The date and time the transaction was processed.|
|Purchase||The name of the item purchased.|
|Payment Type||The type of payment method used to process the transaction, along with the last four digits of the card used.|
|Credit Card Type||The type of credit card used for the transaction, such as Mastercard or Visa.|
|State||The current status of the transaction.|
The list of transaction status includes:
|Debit||The value of the debit transaction.|
|Credit||The value of the credit transaction.|
|Surcharge||The value of the surcharge on the transaction.|
|User||The name of the staff member who processes the payment. Actions that weren’t performed directly by a staff member, such as automated billing, are listed as automatic payments. Hover over the name to view the IP address of the user.|
|Action||An expandable menu that allows you to view or edit the transaction details, issue a refund, void the transaction, view the invoice, or view, print, or email a receipt.|
NoteStaff members must have the required client permissions to perform these actions. For more information, see Staff role permissions.
Advanced filters on the Transactions page
|Payment Method||Use this filter to determine which transactions to include based on the payment methods used.|
|Transaction Status||Use this filter to determine which transactions to include based on their transaction status.|
|Locations||Use this filter to determine which transactions to include based on the business location(s) where the transactions were made.|
|Credit Card Type||Use this filter to determine which transactions to include based on the type of credit card used to complete the transactions.|
Common client transactions:
|Transaction type||How is it displayed on a client’s Transactions page||Subsequent transactions|
|A client’s automatic payment for a Purchase Option fails.||The automatic payment appears with a status of Failed.||The client’s account balance is debited the value of the automatic payment.|
|A client adds to their account balance using their credit card.||The credit card payment appears with a status of Successful and the client is listed as the user who completed the transaction.||The client’s account balance is credited the amount paid from the client’s credit card and the client is listed as the user who completed the transaction.|
|A staff member sells items and/or services to a client through the online store.||The purchase appears listing the names of the items and/or services, as well as the payment method and the amount paid.||N/A|
|A staff member refunds a client’s purchase.||A transaction with a status of Refund and a negative amount will appear temporarily until the refund is fully processed.||If the initial purchase was paid for with the client’s account balance, the amount paid for the purchase is credited to the client’s account balance.|
|A staff member sells items and/or services to a client who has a payer for all their purchases.||The purchase appears on the profile of the client to which the items/services were sold.||The purchase also appears on the profile of the client who is set up as a payer.|