Your Transactions list gives you a complete history of the payments made by your clients, all in one place. You can search, filter and review each transaction.
This is especially helpful for keeping on top of your accounting, following up on outstanding payments, tracking your team's goals and planning what's next in your business.
This guide is perfect if you want to:
Quickly find a specific client payment
See which payments succeeded, failed or were refunded
Check which card or payment method a client used
Payments from your funnels, websites, invoices, calendars, memberships and more all land in your Transactions list. For each transaction, you'll see the customer, payment provider, source, transaction date, amount and payment status at a glance.
Search and filters help you find exactly what you're looking for, whether that's one client's payment or every failed payment from last month.
From the main Ivorey™ menu, go to Payments > Transactions
To view transactions from a specific time period, click into the Start Date field and select your start date > then select your end date in the End Date field
To find a specific transaction, type into the [Search bar]. You can search by:
Customer ID, name or email address
Transaction ID
Source ID or source name
To narrow down your list, click the [Filters] button > then choose from the following options:
Status - Show transactions that are Succeeded, Processing, Refunded, Failed or Pending
Payment Mode - Show transactions made in Live Mode (real payments) or Test Mode (test payments)
Source Type - Show transactions from a Funnel, Website, Invoice, Calendar, Text2Pay, Membership, Payment Link, Events or External
Click [Apply] to update your list. To remove your filters at any time, click [Clear]
Opening a transaction gives you a clear breakdown of how your client paid. This is helpful when verifying a payment method or answering a billing question from a client.
From the main Ivorey™ menu, go to Payments > Transactions
Find the transaction you'd like to review > click the (⋮) three dots > and select [View Details]
Here you can view:
Payment method - For card payments, you'll see the card brand, last four digits and expiry date. For other payment methods, you'll see the details that are available. If any information is missing, a message will let you know
Subscription details - The cancellation date, end date and total number of completed payments, where relevant
Refund activity - Any successful or failed refund attempts, so you can keep track of refunded amounts for that transaction
Note: To refund a payment, click the (⋮) three dots next to the transaction and select [Refund]. You'll find the full instructions in our Refund or Cancel Subscriptions guide.
Yes, transactions synced through Stripe, PayPal or NMI all appear in your Transactions list, along with the customer information, payment status and subscription history.
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍
