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Monitoring Transactions

Track member payments for experiences, products, and passes. Filter by payment status, currency, and date. Search transactions and export reports.

Em avatar
Written by Em
Updated over a week ago

Overview

Track all purchase activity across your system — this includes member payments for experiences, products, daily passes and other transaction types. Use filters, search, and exports to stay on top of payment trends, failed payments, refunds and overall financial health.


1. Viewing Payments

  1. In the Admin sidebar go to Commerce & Transactions → Payments (or Transactions, depending on your menu).

  2. You’ll see a table listing all transactions. Each row includes:

    • User — the member or purchaser.

    • Type — identifies whether it was an “Experience”, “Product”, or “Daily Pass”.

    • Title — the name of the item purchased.

    • Amount — how much was paid.

    • Place — the physical location or property (if applicable).

    • City / Country — geographic details of the purchase.

    • Date — when the transaction took place.

    • Status — such as Succeeded, Failed, Cancelled, or Refunded.

    • Receipt — a download link to the transaction receipt.


2. Filtering Payments

Use the filters at the top of the table to hone your view:

  • Type: All / Experience / Product / Daily Pass.

  • Status: All / Succeeded / Failed / Cancelled / Refunded.

  • Currency: e.g., USD, EUR, GBP — filter to view only one currency.

  • Date Range: Use presets (Today / This Week / All) or set a custom range.


3. Exporting Transactions

  • Click the Export CSV button (usually top-right) to download the transaction list for reporting, reconciliation or further analysis.

  • Use exported files to review trends, match payments to bank deposits, or send to finance/accounting teams.


4. Receipts

  • For each transaction, you can click the Receipt link to view or download the official record.

  • Use receipts when:

    • A member requests proof of purchase.

    • Investigating a payment dispute.

    • Reconciling your records with Stripe / payment processor data.


5. Best Practice Tips for Admins

  • Use the Failed and Refunded status filters regularly to identify payment issues or patterns (e.g., payment gateway errors, currency mismatches).

  • Export transaction data monthly (or weekly) to support financial reporting and reconciliation.

  • Use Date Range + Currency filters to monitor geographic or currency-specific patterns (e.g., high volume in EUR).

  • Before responding to member payment queries, always download the receipt and verify the Status field to ensure accuracy.

  • Monitor high-value transactions or unusual patterns (large amounts, frequent purchases) to flag potential operational or fraud issues.

  • Keep the transaction list clean — ensure cancelled or refunded payments are updated so your metrics remain accurate.

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