View and manage payments

View and manage payments

The Payments page lists every charge and refund from your offers in one place. Use it to confirm a participant’s payment, follow up on a failed charge, or review revenue across a date range.

Before you begin

  • Stripe must be connected. If it isn’t, the Payments link won’t appear in the sidebar — see Set up payments with Stripe.
  • You need permission to manage your organization’s admin area.

Open the Payments page

Open Admin Area > Sell from the sidebar, then click Payments.

If no payments have come in yet, the page shows “No payments yet — Payments will appear here once customers start purchasing your offers.”

Read the payments table

Each row is a single transaction. The table has five columns:

ColumnWhat it shows
DateThe date the payment was settled (e.g., “Apr 12, 2026”)
StatusA colored badge — see Payment statuses below
ClientThe participant’s avatar and email address
TypeOne-time payment, subscription (with billing interval), or installment number
AmountThe amount charged in the offer’s currency. Refunds appear in red with a leading minus sign. If a coupon was applied, the discount amount and coupon code appear underneath

Payments are sorted newest first by default. Use the Sort control to switch to Oldest first.

The filter bar at the top of the table lets you narrow the list down.

Type a participant’s name in the search box. The table updates as you type and matches against the client’s name on the transaction.

Status

Filter by one of the transaction statuses:

  • Any (default)
  • Succeeded
  • Failed
  • Pending
  • Refunded
  • Canceled

Date

Limit results to a fixed date range:

  • Any time (default)
  • Today
  • Last 7 days
  • Last 30 days
  • This month
  • Last month

Type

Filter by payment type:

  • Any (default)
  • One-time
  • Subscription
  • Installment

Open payment details

Click any row to open the full payment record in a Stripe panel that slides over the page. From there you can see Stripe’s full payment timeline, dispute history, the underlying payment method, and the related Stripe customer.

Close the panel to return to the table — your filters and page position are preserved.

Payment statuses

The status reflects what happened with the charge in Stripe:

StatusMeaning
SucceededThe charge cleared and the participant has access to whatever the offer grants
FailedStripe attempted the charge and it was declined. The participant doesn’t have access until a successful retry
PendingThe payment is waiting on Stripe — common with bank-debit methods that take days to clear
RefundedA refund was issued for this transaction. Refunds appear as their own rows in the table, with the original charge marked Refunded
CanceledThe charge was canceled before it completed

Payment types

The Type column shows how the participant is paying:

  • One-Time Payment — A single charge for the offer.
  • Subscription — Shown with the billing interval, for example Monthly Subscription, Annual Subscription, or Bi-weekly Subscription. A new row appears each billing period.
  • Installment (N) — One installment in a fixed payment plan. The number shows which installment this is (e.g., “Installment (2)” is the second of the plan).

Refunds and coupons

When you refund a payment from Stripe, a new row appears with the Refund type and a red, negative amount. The original charge stays in the table with its status updated to Refunded.

If the participant used a coupon at checkout, the discount amount and coupon code appear under the charge amount. The Amount column always shows what the participant actually paid after the discount.

What to do next