Transactions

The Transactions view puts every paid charge and billing detail at your fingertips, making it easy to find exactly what you need when you need it.

What makes this view different

While most reports help you spot trends or analyze patterns, sometimes you just need to find that one specific transaction. Maybe a customer has a question about a charge, or you noticed something interesting in your earnings report that you want to investigate further. That’s where Transactions comes in - think of it as your financial search engine, helping you track down exactly what you’re looking for.

View components

When you open Transactions, you’ll see two main ways to interact with your data:

Transaction list

The main view gives you a bird’s eye view of your transactions as they happen. Each row shows you the key details you need at a glance:

• Time and date of the transaction
• Transaction type (subscription, usage charge, etc.)
• Customer details
• Gross amount

Transaction details

This is where you find the good stuff. Click any transaction to dive deeper and see the complete picture:

• Customer information
• Billing date
• Sale amount and fee breakdown
• Payment status and timing
• Direct link to view the transaction in Shopify

Finding what you need

The true power of the Transactions view lies in how easily you can find exactly what you’re looking for. Let’s look at the tools at your disposal:

Powerful filtering

We’ve built a rich set of filters that help you zero in on specific transactions. Think of them as your search toolkit:

• Transaction type: Focus on subscriptions, usage charges, or one-time charges
• Billing provider: Filter by Shopify or Stripe transactions
• Customer: Look up charges for a specific shop
• Date range: Set custom date ranges with “Occurred after” and “Occurred before”
• Plan interval: Filter by monthly or annual billing cycles
• Account owner: Particularly useful for account managers checking their portfolio
• Country: Filter transactions by customer location

The real power comes from combining these filters. For instance, you might want to see all subscription charges for a specific customer in the last month, or check all usage charges managed by a particular account owner.

Making the most of transactions

Different teams use Transactions in different ways. Here’s how various roles typically make the most of this view:

For customer support

When a customer reaches out about a charge, you need answers fast. Here’s how Transactions helps:

• Quickly pull up a shop’s complete transaction history
• Verify exactly when charges were created versus when they were processed
• Explain fee breakdowns and payment status with confidence

For account management

Managing a portfolio of accounts? Transactions becomes your best friend:

• Filter by your account owner name to see just your accounts
• Combine with date filters to track recent activity
• Export filtered results when you need to report on your portfolio

For financial operations

Keeping the books straight requires attention to detail:

• Use date ranges and transaction types for thorough reconciliation
• Export filtered transactions for your records
• Verify fee calculations and payment processing across your entire app

Pro tips

The more you use Transactions, the more tricks you’ll discover. Here are some favorites from our power users:

• Quick customer lookup: Start typing a shop’s name in the Customer filter - it’ll narrow down results as you type
• Efficient date selection: Use the date range filters together to zero in on specific time periods
• Smart filtering: Combine multiple filters to find exactly what you need
• Regular exports: Consider setting a schedule for regular transaction exports - future you will thank present you
• Payment timing: Remember there’s often a gap between when a charge is created and when it’s processed - this context can be super helpful in customer conversations

Understanding your transactions shouldn’t be a headache. Whether you’re tracking down a specific charge or investigating patterns you’ve spotted in other reports, we’ve got you covered. Need help finding something specific? Our team is always here to help!