Accessing the All Transactions Page
- Navigate to Purchases in the sidebar.
- Select All Transactions to view a complete list of transactions.
Features and Actions
1. Transaction Overview
Each transaction displays:- Customer Name
- Purchase Date and Time.
- Transaction Details, including items like bookings, gift vouchers, or extras.
- Payment Status:
- Paid (Green)
- Unpaid (Red)
2. Filters for Transactions
- Date Range: Select from pre-defined options like:
- Last 30 days
- Last 7 days
- Last 24 hours
- Custom Range
- Status:
- All
- Active Transactions
- Cancelled Transactions
- Payment Type:
- All
- Paid
- Unpaid
3. Managing Transactions
Click the gear icon next to a transaction for options:
- Manage Transaction: Open detailed settings for the transaction.
- Send Confirmation Email: Resend the confirmation email to the customer.
- Cancel Transaction: Mark the transaction as canceled.
Additional Notes
- Use the filters effectively to narrow down your search based on transaction type, status, or payment status.
- You can monitor trends in customer transactions over specific periods using the date filter.
- For canceled or unpaid transactions, take action to follow up with customers as needed.