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Where to find this: Client Profile → Transactions tab

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What it shows

Complete financial history with this client: Summary metrics (top of tab):
  • Total - Number of transactions
  • Revenue - Total dollar amount collected
  • Failed - Number of failed payment attempts
Time range filters:
  • 7 Days
  • 30 Days
  • 90 Days
  • All Time (default)
Client Transactions Pn

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Transaction status filters

Filter by payment status to narrow results:
FilterWhat it shows
AllEvery transaction (default)
SuccessCompleted payments only
Past DueFailed payments that need attention
BlockedPayments blocked by fraud prevention
PayoutPayments already transferred to your bank
Plus a “Select…” dropdown for additional status types if needed.
Quick health check: If you see failed payments in “Past Due”, reach out to the client immediately to update their payment method.

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Reading transaction entries

Each transaction row shows:
ColumnWhat it shows
DateWhen payment occurred
AmountDollar amount charged
StatusSuccess, Past Due, etc.
ProductWhat they paid for
SourceHow it was charged (Admin, subscription renewal)
Empty transactions list? This client has never made a payment. They might have free access, manually granted products, or haven’t purchased yet.

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Common uses

  1. Click 30 Days filter
  2. Look for Success status transactions
  3. Check amount matches their subscription price
Quick verification when client asks “Did you charge me?” → “Yes, $125 on Sep 17.”
  1. Click Past Due status filter
  2. Find the failed transaction date
  3. Check Source column (usually says subscription product name)
Next step: Contact client → “Hey, your card was declined for your $125 membership on Sep 17. Can you update your payment method?”Learn how to handle failed payments →
  1. Use All filter (show everything)
  2. Look for negative amounts (refunds show as -$10.00)
  3. Check date to confirm timing
Verify refunds before processing duplicates.
  1. Click 30 Days
  2. Count successful subscription charges
  3. Add up amounts
Example: If you see $125.00 success transaction every month, they’re contributing $125/month recurring revenue.

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What you CAN’T do here

Transactions tab is view-only. To take action:
Action NeededWhere to Do It
Refund a paymentStripe
Update payment methodClient must do this in their Billing Settings
Cancel subscriptionStripe
Retry failed paymentStripe
You cannot edit transactions after they occur. Once processed, they’re permanent records for accounting purposes.

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Understanding “Source” column

Common sources you’ll see:
  • Admin - You manually charged them or added product
  • Subscription product name - Auto-charged from recurring billing
  • Product name - One-time purchase they made through checkout
  • “Unknown” - Old transaction before source tracking existed

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Pro tips

Failed payment patterns: If you see multiple “Past Due” entries over time, this client has chronic payment issues. Consider switching them to manual billing or requiring payment upfront. Export for accounting: While you can’t export from the profile, you CAN export from main Payments → Transactions section and filter by this client’s email. Time filters are powerful: Use “7 Days” to see just this week’s activity, helpful for weekly revenue reviews. Empty isn’t bad: Some of your best clients might have $0 in transactions if you manually granted them free access (staff, family, ambassadors).

Subscriptions

See active memberships driving recurring revenue

Products

What they’ve purchased (products view)

Payment Settings

Manage payment processing settings