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Where to find this: Payments → Transactions

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Find an ACH payment that is still processing

Open Payments → Transactions and select Processing to see bank transfers that have not settled. Parents see a bank-payment processing message while they wait. Product access and purchase automations run after the payment is confirmed. A processing payment is not a completed purchase or a reason to pay again. If the transfer has settled but access is missing, contact support with the transaction details.

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What the Transactions page shows

The Transactions dashboard displays every payment event in your coaching business:
  • One-time purchases
  • Subscription charges
  • Refunds issued
  • Failed payments
  • Revenue totals
Every transaction that touches Stripe appears here with complete details. Purchases you add to a client and mark paid by cash, check or other, and $0 orders (access codes and 100% coupons, including guest bookings), appear here too.
In organizations with several groups, Transactions shows only the current group’s records, and the totals include only that group’s sales. If some rows couldn’t be checked, a notice says so.
CoachIQ Transactions dashboard showing payment history and revenue metrics

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Transaction list columns

Each transaction displays: Click any transaction row to view complete details. The list loads more rows as you scroll; a Load more button appears only when the list is too short to scroll. Membership rows with no charge yet say why instead of reading as collected money: Trial ends [date], Scheduled with Starts [date], Cancels [date] or Canceled, with a muted amount and No charge yet or No charge. These rows add $0 to Revenue.

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Transaction source types

The Source column tells you how a transaction was created:
“Admin” does not mean the admin was charged. It means an admin created the transaction manually without a Stripe payment. This is normal for comped access, free trials granted by the coach, or manual adjustments.

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Transaction status types

Succeeded (green)
  • Payment completed successfully
  • Money received in Stripe account
  • Client has access/credits
Blocked (red)
  • Payment declined or unsuccessful
  • No money received
  • Client has no access/credits
Payout (blue)
  • Shows the amount of money being sent from your Stripe ccount to your bank account
Refunded (gray)
  • Money returned to client
  • Shows as separate refund transaction
  • Original transaction remains visible
Processing Fee (gray)
  • Amount Stripe takes from your account per transaction
Requires Payment Method (red)
  • Usually displayed when transaction wasn’t completed
  • Ex: User goes through checkout but doesn’t complete the process
Declined payments that can be retried show the reason under the status (for example Card declined or Authentication failed). Hover it for Stripe’s full message. These stay under Past Due and Blocked; the Failed card counts only final failed or canceled payments. Hover Failed for a reminder.

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Filter and search transactions

Filter by status:
  • All transactions
  • Succeeded only
  • Past Due only
  • Blocked only
Filter by Product: Choose products in Filter by products. Each one becomes a chip; click Apply to filter. Filtering by status keeps each payment’s product name and link. The product filter resets when you reload the page.
CoachIQ transactions page product filter dropdown

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Revenue metrics

Top of page displays key metrics: Total Revenue
  • Counts only money actually collected
  • Includes one-time and subscription payments, and cash, check and other purchases marked paid
  • Canceled memberships marked No charge add $0, though each row still shows its own amount
  • A payment linked to two purchase records is counted once
Revenue by period
  • Today
  • This week
  • This month
  • Custom date range
Revenue metrics reflect the selected date range and product filter. When you filter by status, the cards are labeled Totals: all statuses, because they still count every status, not just the rows shown.
If the totals fail to load, the page says “Totals couldn’t load.” with Try again.

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Missing transactions?

If a payment you see in Stripe isn’t listed, click Missing transactions? to resync. The dialog says “Resync started. New transactions can take a few minutes to appear.” or that everything is up to date. The last totals stay on screen with “Updating totals” while they recount. If the resync fails, the dialog stays open with Try again.

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View transaction details

Click Open under the Source column of the transaction to view on Stripe: Transaction information:
  • Transaction ID
  • Date and time
  • Payment method (last 4 of card)
  • Stripe charge ID
Client information:
  • Client name
  • Email address
  • Payment method on file
Product information:
  • Product name
  • Price charged
Payment details:
  • Subtotal
  • Processing fees
  • Net amount received
  • Stripe fee breakdown
Available actions:
  • Issue refund (if not already refunded)
Stripe transaction detail page showing charge breakdown and payment info

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Understanding transaction flow

1

Client initiates purchase

Client books session, subscribes, or completes form with payment.
2

Payment processes

Stripe charges client’s card. Transaction appears in Transactions list with “Pending” status briefly.
3

Transaction completes

Status updates to “Succeeded” or “Failed” within seconds.
4

Access granted

If succeeded: Client receives credits or access. Confirmation email sent.If failed: No access granted. Client must retry payment.
5

Transaction recorded

Permanent record remains in Transactions list. Syncs with Stripe Dashboard.

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Common transaction scenarios

Steps:
  1. Go to Client page
  2. Use search box to enter client name or email
  3. Click their profile
  4. Click Transaction Tab
  5. Verify amount, date, and product
Use this to confirm client payments or answer billing questions.
Steps:
  1. Filter by date range (7 days, 30 days, 90 days, All Time)
  2. Note Total Revenue metric at top
Steps:
  1. Filter by Status: Blocked
  2. Review list of unsuccessful charges
  3. Click transactions to see failure reasons
  4. Take recovery action for each
Learn about recovering failed payments →

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Transactions vs. Stripe Dashboard

CoachIQ Transactions page:
  • Shows payments related to CoachIQ products
  • Links to client profiles
  • Integrated with your business context
Stripe Dashboard:
  • Shows ALL Stripe charges (including non-CoachIQ)
  • More detailed fee breakdowns
  • Advanced filtering options
  • Financial reports and analytics
  • Payout information
Both show the same transactions but with different context. Use CoachIQ for day-to-day business, Stripe for detailed financial analysis.

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Troubleshooting transaction issues

Possible causes:
  • Transaction not linked to CoachIQ product
  • Sync delay (use Missing transactions? to resync, then wait a few minutes)
  • Manual Stripe charge (not through CoachIQ)
Check: View transaction in Stripe Dashboard to see product/metadata
Troubleshooting:
  1. Verify client email address (may be under different account)
  2. Check Failed transactions (payment may have declined)
  3. Check Stripe Dashboard for manual charges
  4. Verify client completed full checkout process
Payment confirmation email proves transaction completed.
Admin means the transaction was created manually by an admin — there is no Stripe charge linked to it. This happens when:
  • You manually grant a client access or a free trial from the dashboard
  • A Stripe ID was removed from a subscription manually
Purchases you mark paid by cash, check or other show as Cash · Paid, Check · Paid or Other · Paid instead.The admin was not charged. It simply means the purchase bypassed Stripe.
Possible reasons:
  • Processing fees added to charge
  • Coupon or discount applied
  • Partial refund issued
  • Custom pricing used
Click transaction to see complete fee breakdown.

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Distinguish successful, pending, and failed bank payments

Success includes succeeded payments, not terminally failed ACH attempts. Use Processing for bank payments that have not settled. Failed attempts can appear under Past Due, Blocked, or All, with related failure refunds under Blocked. Check the transaction status rather than assuming a started bank transfer was paid. If a bank payment fails during checkout, the client can return to payment selection and retry. Reloading should not leave a terminally failed attempt stuck on Processing. No purchase is granted for the failed attempt.