Your Payments Dashboard
How to view orders, track subscriptions, and manage transactions — your complete overview of money flowing through your business.
Your Payments Dashboard
The payments dashboard is where you see everything related to money in your business — who's paid, what they bought, which subscriptions are active, and your full transaction history. Think of it as your financial command centre.
Orders
The Orders page shows every completed and pending purchase. When someone pays through your website, a payment link, or a booking form, the order appears here automatically. Watch this step (0:14)
Viewing order details
Click the three dots next to any order to see the full details: order date, order ID, which product was purchased, and the customer's information.
Filtering and downloading orders
You can filter your orders by date range or payment status to find exactly what you're looking for. Watch this step (0:50)
Need to share order data with your accountant? Click the download button to export everything as a spreadsheet. You can select a specific date range first so you only download what you need. Watch this step (1:05)
If you're coming from another platform and want to bring your existing orders with you, you can use the Import button to upload them from a spreadsheet file.
Subscriptions
If you offer anything with recurring payments — a monthly coaching programme, a membership, an ongoing retainer — this is where you track it. Watch this step (1:31)
Viewing subscription details
Click on any subscription to see the full picture: which plan the person is on, their invoices, connected transactions, and when the next payment is due. Watch this step (1:42)
Managing a subscription
From the subscription detail page, you have several actions available. Watch this step (2:10)
Here's what each action does:
When a subscription payment fails (for example, an expired card), the system automatically retries the charge. You can configure how many times and how often it retries in your Payment Settings. This prevents you from losing clients over a simple card issue.
Adding a subscription manually
You can also create a subscription for someone directly from their contact profile. Watch this step (3:01)
Go to the client's contact profile
Find them in your contacts and open their profile.
Add a subscription
Select the billing start date and choose the product they're subscribing to.
Add payment details
If you already have their card on file, you can select it. Otherwise, you'll need their card details — or send them a payment link instead, which is usually easier.
In most cases, it's easier to send the client a payment link and let them enter their own card details. That way you never need to handle sensitive payment information yourself.
Transactions
The Transactions page is your complete money history — every single payment, refund, and failed charge. Watch this step (3:36)
Each transaction shows the date, contact name, amount, status (succeeded, failed, refunded), and where the payment came from.
Issuing a refund
If you need to refund a client, this is where you do it. Find the transaction and click Refund. The money goes back to the client's original payment method.
Double-check the transaction details before processing a refund — once issued, it can't be reversed. It typically takes 5-10 business days for the refund to appear in the client's account.
Filtering and exporting transactions
Use the filters to search by name, date range, or source type. Watch this step (4:00)
You can also download all your transaction data as a spreadsheet — handy for bookkeeping, tax season, or sending to your accountant. Watch this step (4:09)
Quick reference
| What you want to do | Where to find it |
|---|---|
| See all purchases | Payments → Orders |
| Track recurring payments | Payments → Subscriptions |
| View full payment history | Payments → Transactions |
| Refund a client | Transactions → find transaction → Refund |
| Pause a subscription | Subscriptions → click subscription → Pause |
| Export for your accountant | Download button (on Orders or Transactions page) |
| Send payment update link | Subscriptions → click subscription → Share payment update |
What to read next
Products, Payment Links & Coupons
Learn how to create products, generate payment links, and set up discount codes.
Payment Settings
Configure taxes, receipts, notifications, and payment integrations.
This feature is part of our Growth Tools package. Interested in adding it to your setup? Send Korneel a message on Slack and we'll walk through whether it's a good fit for your business.
Need help? If you get stuck, send Korneel a message on Slack and we'll sort it out together.
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