Transactions only appear after you connect Stripe in Settings → Integrations. Stripe sends webhook events to your workspace when a checkout session completes or an invoice is paid.
What the transactions view shows
Each row in the transactions table includes:| Column | Description |
|---|---|
| Contact | The customer linked to the transaction, identified by their Stripe customer ID or contact record. |
| Offer | The offer purchased in this transaction. |
| Price | The price point charged. |
| Amount | The transaction amount in USD. |
| Status | The Stripe payment status (e.g. succeeded, failed, pending). |
| Type | The transaction type (e.g. charge, refund). |
| Date | When the transaction was recorded. |
Searching transactions
Use the search bar at the top of the page to filter by contact ID, Stripe customer ID, offer, or status. The search runs across all loaded transactions instantly — no need to submit a form.Filtering transactions
Click the filter icon to open the filters sidebar. You can filter by:Status
Show only transactions with a specific Stripe status, such as
succeeded, failed, or refunded.Transaction type
Filter by transaction type to isolate charges, refunds, or other event types.
Refunded only
Toggle to show only transactions that have been refunded, regardless of their original status.
Transaction details
Click any row to view the full transaction detail, including:- The Stripe event ID and checkout session ID.
- The linked contact and offer.
- A breakdown of the amount, currency, and payment method.
- Refund status and refund amount if applicable.
