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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
The totals count the same payments as the list below them. A payment linked to two purchase records is counted once. Time range filters:
  • 7 Days
  • 30 Days
  • 90 Days
  • All Time (default)
CoachIQ client Transactions tab with revenue summary and payment history

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Transaction status filters

Filter by payment status to narrow results: 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:
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:
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
  • Cash · Paid, Check · Paid, Other · Paid - A product you added and marked paid outside Stripe, with the amount you confirmed. Recording cash, check and other payments
  • 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

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Purchases paid by a parent

A managed athlete’s transaction totals include purchases paid for them by a parent. A parent’s card payment shows as Succeeded on the child’s profile, the same as on the parent’s. The parent’s Filter by products options also include products purchased for a managed athlete. Selecting a product narrows the list; clearing it restores the full list without dropping parent-paid purchases from the totals.