Transactions

Description

Admins and Sales Managers can view all transactions made for all customers by navigating to Main Navigation Menu -> Transactions.

The Transactions page displays existing transactions in a table with the following:

• Workd ID (hyperlink to transaction details), Origin (CRM, Ecommerce, or External)
• Client (hyperlink), Address
• Payment Method:
  • Card number/account number– last 4 digits
  • Type (ACH, credit card, cash, check)
  • Name
• Amount Paid, Net Amount, Processing Fee
• Sale Date (date & time), Refund Date (date & time)
• Status (types: e.g., Failed, Success)

You can search, sort, and filter existing Transactions by the following:

• Keyword search
• Origin (multi-select dropdown):
  • Automated (by processor, e.g., autodraft)
  • CRM
  • Ecommerce
  • ERP
  • External
• Status (multi-select dropdown):
  • Failed
  • Partially Refunded
  • Processing
  • Processing Refund
  • Refunded
  • Succeeded
  • Voided
• Sort (dropdown):
  • Date (Old – New)
  • Date (New – Old)
• More (filters button):
  • Start Date (calendar date selection)
  • End Date (calendar date selection)

Action

Processed Transactions that have a Succeeded status can be refunded by selecting the Refund button at the end of the transaction row. For more information, see Refunds.