Charges
In the charges section, you will find all the information about the new charges received. In the case of subscriptions, multiple different charges may be associated with the same sale.
Example: Sale: Basic software plan; charges: all monthly charges made while the buyer is using the software
Charges display on the platform
This information is categorized into 6 columns:
| Concept | Definition |
|---|---|
| Transfer | Indicates whether the transaction is a charge or a refund. |
| Person | Buyer's name. |
| Plan | Name of the acquired plan |
| Person | Name of the person making the purchase |
| Sale charge | Successful: The payment has been successfully processed. Error: The payment was unsuccessful. The reason for the error can be found in the payment details. Pending [SEPA]: Payments made via SEPA may take between 2 and 4 business days to be approved or rejected by the bank. During this period, the transaction remains pending. Disputed [SEPA]: This status is exclusive to payments made through SEPA and occurs when a refund is initiated or the buyer disputes the transaction. |
| Payment Methods: | The payment method used by the buyer. |
| Date | The date on which the payment was processed. |
Actions on sales
On the right side of each payment, there are 3 dots that allow you to take various actions regarding each payment.
Refund
This feature allows you to refund a payment partially or completely. Additionally, you can add the reason for the refund to have a more detailed control of each transaction. The customer will see the refund reflected within a period of 5 to 10 days depending on the processor and payment method used for the payment. View Details
View Details
By selecting this action, the transaction is fully broken down, displaying the amount, fees, status, date, customer, and payment method. Additionally, detailed information regarding any processed refunds is provided. This feature streamlines transaction management and enables informed decision-making.
Download Receipt (Stripe)
Clicking on this feature will download a receipt of the purchase. This feature is only available for payments made through Stripe payment methods during the first 30 calendar days after the purchase. In any case, once the customer makes a payment, they receive a confirmation email.
When this purchase is also made through the Stripe payment processor, the receipt is attached.licking on this feature will download a receipt of the purchase. This feature is only available during the first 30 calendar days after the purchase. In any case, once the customer makes a payment, they receive a confirmation email. When this purchase is also made through the Stripe payment processor, the receipt is attached.
Send Receipt by Email (Stripe)
[Stripe] This option allows you to send the receipt by email to the address provided by the customer during the purchase process or enter a new email to which you can send it.
Updated 8 months ago