Transactions

The Transactions page is the line-by-line view of every payment fans have made to you. Where the income summary gives you the rolled-up numbers, this is the page you open when you need to find a specific sale, look up a customer, or understand what's actually happening behind a metric.

Open Income then Transactions to get there.

What you see in the table

Every row is a single transaction with the following columns:

• Source — an icon plus a tag showing where the payment came from (Products, Memberships, Scheduling, Events, Courses, Invoices, or Payment Links).
• Customer — the buyer's name on top with their email address right below.
• Amount — the amount paid, shown with the currency the transaction was taken in.
• Status — the current state of the payment (for example Paid, Refunded, Pending) shown as a badge.
• Date — when the transaction took place, formatted like "May 10, 2026".

The page is paginated — use the pagination controls at the bottom to move through results. Filters and search reset back to the first page automatically.

Filtering by date

The date range selector sits in the top-right of the page header, just like on the summary page.

• Last 24 Hours
• Last 30 Days (the default)
• Last 90 Days
• Last 12 Months
• All Time
• Custom Range — opens a dialog where you set a Start Date and End Date then click Apply.

When a custom range is active, the chosen dates show next to the selector so you can confirm the window.

How to set a custom date range

1. Click the date range selector in the page header.
2. Choose Custom Range.
3. Enter a Start Date and End Date in the dialog.
4. Click Apply.

Filtering by source

A second filter inside the Transactions card lets you narrow to a single source. Click the source dropdown next to the search box and pick from:

• All Sources (the default)
• Products
• Memberships
• Scheduling
• Events
• Courses
• Invoices
• Payment Links

Choose any source and the table reloads showing only transactions from that area.

Searching

The search box above the table accepts a customer's name or email address. Type a few characters and the table filters as you go — there's a short delay built in so it doesn't refetch on every keystroke.

This is the fastest way to look up a specific buyer's history without scrolling through the table.

Reading active filters

Whenever a search term or a source filter is set, an Active filters row appears above the table. Each filter shows up as a tag — a search query like "Search: jane@example.com" or a source like "Memberships" — so you can see at a glance what's narrowing your results.

A Clear all link sits at the end of the row. Click it to wipe both the search query and the source filter at once and go back to seeing every transaction in the date range.

Statuses to expect

Statuses come straight from the source system that handled the payment, so the exact label depends on where the transaction originated. The most common ones you'll see are:

• Paid — the payment cleared and funds are on their way to your connected payment account.
• Pending — the payment is in flight and hasn't fully cleared yet.
• Refunded — the buyer was refunded, partly or fully.
• Failed — the payment didn't go through.

Statuses are formatted in the table with capitalized words and spaces — a multi-word status is shown with each word capitalized, like Partially Refunded — so the badges read cleanly.

Empty states

If the table is empty, you'll see one of two messages:

• "No transactions found" with a description that says there are none for the selected period — this is what you see on a fresh account or a quiet date range.
• "No transactions match your filters" with a hint to adjust your search or filters — this appears when active filters are excluding every transaction.

The fix for the second one is usually to click Clear all in the active filters row, broaden your search, or widen the date range.

Tips for working the transactions page

• Look up a customer by typing their email into the search box. It's faster than scanning the table by hand.
• Audit a single source by combining a date range with a source filter — for example Last 90 Days + Memberships to see every membership payment from the last quarter.
• Spot refunds quickly by setting the source to Products and scanning the Status column. Refunded rows stand out from paid ones at a glance.
• Cross-reference the summary — if a number on the income summary looks off, switch to Transactions with the same date range to see exactly what's behind it.

Where to go next

• Step back to the rolled-up view → income summary
• See where each source originates → store, memberships, events, courses, coaching
• Recover lost sales → operations
• Confirm payout settings → settings