This section contains the list of all the transactions initiated by the customers on your store at the time of placing an order. A transaction record is created when any user initializes the payment. Whether the payment is successful, gets failed, or remains pending, the transactions record will be created. You can view, search, filter, and export the order transactions.
You can view all the details of the transactions. To view the transactions, click the hamburger icon followed by the View button.
This will open up the transaction details page. The transaction details are displayed as follows:
The General tab displays the general information of the transaction, such as date on which the transaction was created, user ID, user email, payment type, payment method, payment mode, status, and so on.
If there are many transactions in the panel, you can easily search and filter the specific transaction(s) to view detail, edit, etc.
You can use the quick search box to search transactions by the order ID, transaction ID, and user email.
You can create filters using one or more fields in the filters. Filters can be accessed by clicking on the filter icon on the left side of the search bar. You can apply one or multiple filters.
You can filter the users by the following fields:
You can export the transactions. The exported transactions will be in the CSV file. If you want to export the transactions, click the ellipses icon at the top right of the transactions page followed by the Export option.
When you click on the Export option, the dialog box opens up. You can select all or some specific columns and add filters to export.
You can export all of the columns in the order data, else you can also export specific columns based on your requirement.
If there are some specific users that you want to export, then use the Export Filters to select for export. There are three options:
By default system exports 500 records in one go. However, the maximum limit to be exported in one go is 100000. To export 100000 records in one go, you can mark the number of records as 100000 or less.
Provide the email id on which you want to send the downloadable link to the exported file. The email id field is prepopulated with the currently logged-in user id. The CSV file can be downloaded by the link provided in the mail. The link expires automatically after 7 days.
When you click on the 'Send Email' button, the export process will get initiated in the background. The export process will take from a few seconds to several minutes depending on the number of users exported. The link to the exported file will be sent to your email once the export process is complete. You can also find all the details of the previous export files and download them from the Logs > Export logs section.
Go to the Transactions section and click on the transaction that you want to view. You can filter by the transaction ID or by a user email. When the transaction details show up, you can view the reason for payment failure in the Res info field.
Yes, you can view the multiple transactions of a single user in the Transactions section. Go to the transactions section and search by the user email ID and all the transactions associated with that email ID will be shown.