Review shop transactions

Every payment your online shop processes — successful, pending, or failed — creates a transaction record. Use the Transactions screen to check what was charged, which payment provider processed it, and whether anything needs your attention.

Open the transaction list

Go to Shop → Transactions to see every payment attempt from your online shop, most recent first.

The list shows, for each transaction:

• Date — when the transaction was created.
• Status — where the payment currently stands (see below).
• Type — the payment method or provider used (e.g. PayPal, PostFinance Checkout, Payrexx, SaferPay, Wallee, prepayment, invoice, cash).
• Total — the charged amount.
• Summary — a short description of the transaction.
• Client — the customer the transaction belongs to, linking through to their address record.
• Order no. and Invoice no. — links to the related order confirmation and invoice, when one exists.

Filter the list

Use the filter bar above the grid to narrow down the list:

• Search box — filters as you type across the transaction's text fields.
• Type — restricts the list to a single payment type (e.g. only PayPal or only Payrexx transactions).
• Client — restricts the list to transactions for one customer address.

Open transaction details

Click a row to open its details. The details page shows:

• Date, Status, and Type.
• Total — the charged amount, with currency.
• Buyer — a link to the client's address record, if the transaction is tied to one.
• Failure message — shown only when the payment failed, with the reason returned by the payment provider.
• Coupon — a link to the coupon used, if any.
• Order confirmation — a link to the resulting order, if one was created.
• Payer ID, Token, and Transaction reference — technical identifiers returned by the payment provider, shown only when present. Support may ask for these when investigating a payment issue.
• Summary — the same short description shown in the list.

What the statuses mean

A transaction's status reflects where the payment is in its lifecycle with the provider:

• Successful — the payment was captured; the order can proceed.
• Pending — the provider hasn't confirmed the payment yet. Several providers (PayPal, PostFinance, Payrexx, SaferPay, Wallee) report their own pending state while the customer completes payment or the provider finishes processing it.
• Cancelled — the customer or the provider cancelled the payment before it completed.
• Error — the payment failed, either on the provider's side or due to a system error on checkout. Check the Failure message on the details page for the reason.
• Unprocessed — the transaction was created but hasn't been sent to the provider yet.

Related: Shop, Review shop checkouts, Set up payment types.