> ## Documentation Index
> Fetch the complete documentation index at: https://help.coachiq.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Transactions: Payment History & Revenue

> Track all payments, refunds, failed charges, and total revenue from a client across any time period

<Info>
  **Where to find this**: Client Profile → **Transactions** tab
</Info>

## 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)

<Frame>
  <img src="https://mintcdn.com/coachiq/eWPAxjK53XW6F_uT/images/client-transactions.png?fit=max&auto=format&n=eWPAxjK53XW6F_uT&q=85&s=04e49f53cfbd0efe78e9fcdffbae1821" alt="CoachIQ client Transactions tab with revenue summary and payment history" width="1910" height="1164" data-path="images/client-transactions.png" />
</Frame>

***

## Transaction status filters

Filter by payment status to narrow results:

| Filter       | What it shows                             |
| ------------ | ----------------------------------------- |
| **All**      | Every transaction (default)               |
| **Success**  | Completed payments only                   |
| **Past Due** | Failed payments that need attention       |
| **Blocked**  | Payments blocked by fraud prevention      |
| **Payout**   | Payments already transferred to your bank |

**Plus a "Select..." dropdown** for additional status types if needed.

<Tip>
  **Quick health check**: If you see failed payments in "Past Due", reach out to the client immediately to update their payment method.
</Tip>

***

## Reading transaction entries

Each transaction row shows:

| Column      | What it shows                                    |
| ----------- | ------------------------------------------------ |
| **Date**    | When payment occurred                            |
| **Amount**  | Dollar amount charged                            |
| **Status**  | Success, Past Due, etc.                          |
| **Product** | What they paid for                               |
| **Source**  | How it was charged (Admin, subscription renewal) |

<Note>
  **Empty transactions list?** This client has never made a payment. They might have free access, manually granted products, or haven't purchased yet.
</Note>

***

## Common uses

<AccordionGroup>
  <Accordion title="Did their payment go through this month?">
    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."
  </Accordion>

  <Accordion title="Why did their payment fail?">
    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 →](/payments/failed-payments)
  </Accordion>

  <Accordion title="Did I already refund them?">
    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.
  </Accordion>

  <Accordion title="Track monthly recurring revenue from this client">
    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.
  </Accordion>
</AccordionGroup>

***

## What you CAN'T do here

Transactions tab is **view-only**. To take action:

| Action Needed             | Where to Do It                                |
| ------------------------- | --------------------------------------------- |
| **Refund a payment**      | Stripe                                        |
| **Update payment method** | Client must do this in their Billing Settings |
| **Cancel subscription**   | Stripe                                        |
| **Retry failed payment**  | Stripe                                        |

<Warning>
  **You cannot edit transactions** after they occur. Once processed, they're permanent records for accounting purposes.
</Warning>

***

## 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

***

## 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).

***

## Related tabs

<CardGroup cols={3}>
  <Card title="Subscriptions" icon="rotate" href="/people/client-profiles/client-profiles-subscriptions">
    See active memberships driving recurring revenue
  </Card>

  <Card title="Products" icon="box" href="/people/client-profiles/client-profiles-products">
    What they've purchased (products view)
  </Card>

  <Card title="Payment Settings" icon="credit-card" href="/payments/product-overview">
    Manage payment processing settings
  </Card>
</CardGroup>