Transactions: Payment History & Revenue

Track all payments, refunds, failed charges, and total revenue from a client across any time period

Where to find this: Client Profile → Transactions tab

What it shows

Complete financial history with this client:

Summary metrics (top of tab):

• Total - Number of transactions
• Revenue - Total dollar amount collected
• Failed - Number of failed payment attempts

Time range filters:

• 7 Days
• 30 Days
• 90 Days
• All Time (default)

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Transaction status filters

Filter by payment status to narrow results:

Filter	What it shows
All	Every transaction (default)
Success	Completed payments only
Past Due	Failed payments that need attention
Blocked	Payments blocked by fraud prevention
Payout	Payments already transferred to your bank

Plus a “Select…” dropdown for additional status types if needed.

Quick health check: If you see failed payments in “Past Due”, reach out to the client immediately to update their payment method.

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Reading transaction entries

Each transaction row shows:

Column	What it shows
Date	When payment occurred
Amount	Dollar amount charged
Status	Success, Past Due, etc.
Product	What they paid for
Source	How it was charged (Admin, subscription renewal)

Empty transactions list? This client has never made a payment. They might have free access, manually granted products, or haven’t purchased yet.

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Common uses

Did their payment go through this month?

1. Click 30 Days filter
2. Look for Success status transactions
3. Check amount matches their subscription price

Quick verification when client asks “Did you charge me?” → “Yes, $125 on Sep 17.”

Why did their payment fail?

1. Click Past Due status filter
2. Find the failed transaction date
3. Check Source column (usually says subscription product name)

Next step: Contact client → “Hey, your card was declined for your $125 membership on Sep 17. Can you update your payment method?”

Learn how to handle failed payments →

Did I already refund them?

1. Use All filter (show everything)
2. Look for negative amounts (refunds show as -$10.00)
3. Check date to confirm timing

Verify refunds before processing duplicates.

Track monthly recurring revenue from this client

1. Click 30 Days
2. Count successful subscription charges
3. Add up amounts

Example: If you see $125.00 success transaction every month, they’re contributing $125/month recurring revenue.

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What you CAN’T do here

Transactions tab is view-only. To take action:

Action Needed	Where to Do It
Refund a payment	Stripe
Update payment method	Client must do this in their Billing Settings
Cancel subscription	Stripe
Retry failed payment	Stripe

You cannot edit transactions after they occur. Once processed, they’re permanent records for accounting purposes.

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Understanding “Source” column

Common sources you’ll see:

• Admin - You manually charged them or added product
• Subscription product name - Auto-charged from recurring billing
• Product name - One-time purchase they made through checkout
• “Unknown” - Old transaction before source tracking existed

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Pro tips

Failed payment patterns: If you see multiple “Past Due” entries over time, this client has chronic payment issues. Consider switching them to manual billing or requiring payment upfront.

Export for accounting: While you can’t export from the profile, you CAN export from main Payments → Transactions section and filter by this client’s email.

Time filters are powerful: Use “7 Days” to see just this week’s activity, helpful for weekly revenue reviews.

Empty isn’t bad: Some of your best clients might have $0 in transactions if you manually granted them free access (staff, family, ambassadors).

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Related tabs

Subscriptions

See active memberships driving recurring revenue

Products

What they’ve purchased (products view)

Payment Settings

Manage payment processing settings