Transaction Reports
This report provides details of all transactions including invoices, credit note, payment details, payment failures, refund details and card expiry.
Invoice details
This provides a tabular view of invoice details like Status, Invoice number, Invoice Date, Customer Name, Customer Email, Invoice Amount and Balance.
Credit Note details
This provides a tabular view of credit note details like Status, Credit Note number, Date, Customer Name, Customer Email, Credit Note Amount and Balance.
Payment Details
This provides a tabular view of Payment ID, Invoice Number, Payment Date, Customer Name, Email, Type, last four digits of the customer’s card, the gateway transaction ID involved in the transaction and amount paid.
Payment Failures
This includes a graph depicting the number of payment failures caused when renewing a plan.
A tabular view consisting of the customer name, the plan for which the renewal attempt was made, the last four digits of the card number and transaction details. The transaction details includes the details of why the transaction had failed.
Refund Details
This provides a tabular view of refund details namely the date when the refund was made, the reference number used for the refund, the name of the customer to whom the refund was made, customer’s email, the refund mode and the amount refund.
Card Expiry
This report provides the details of customers whose cards are about to expire as well as those whose cards have already expired.
Cards about to expire - You can find out the cards which are about to expire at a specified month/year. For instance, you can find out the cards expiring on December 2023.
Expired Cards - You can find out the list of all expired cards by selecting “Expired” as the status.
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