Overview
The transaction page gives you an overview of all the transactions that have happened on your site. It gives you transaction information such as the amount, payment method, reference number, date, and status of the transaction.
Whenever Subsbase performs any payment-related operation on an invoice, like an authorized, captured, or failed payment, a transaction is automatically generated. Each of these transactions can be located within its respective invoice.
Transaction Statuses
| Status | What does it mean? |
|---|---|
| AUTHORIZED | A transaction has been authorized by the payment processor, but the payment has not yet been captured. This microtransaction is essentially a pre-approval of the payment, used to verify a customer's added or updated billing information. |
| CAPTURED | The authorized transaction has been completed and the payment has been successfully transferred. |
| FAILED | The transaction has encountered an error or issue during the payment process and has not been successfully processed or completed. |
| PENDING | The transaction is in a pending state and awaiting further action. |
| REFUNDED | The transaction has been reversed or refunded. |
Listing Page Actions
Export CSV
- By clicking the "Export CSV" button, you can view a comprehensive list of all transactions on your site.
- Admins have the option to export transactions with additional info fields and custom fields. Simply click the "Export CSV" button in the Transactions Listing, then select the desired info fields and custom fields to include in the exported file.
Make sure that these info fields and custom fields should first be configured in Site Settings > Invoice Settings > Exportable Info Fields and Exportable Custom Fields.
View Settings
Through the "View Settings" icon, you can customize the way your transactions list is displayed according to your preferences.
Search and Filters
Search
Transactions can be searched by any of the following fields:
- Transaction number
- Payment gateway reference number
- Transaction amount
Filters
- You can filter the transactions through the Filter icon, found at the top right side next to the "View Settings" icon.
- The filters allow you to group transactions by Status, Date, Amount, Currency, Payment Type, and Error Message.
Sort by
- You can sort transactions by Name, Status, Date, Reference Number, or Amount.
- And by clicking on the arrows next to them, you can switch between ascending and descending orders.