Exchange Payments Overview

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The '''Payments page''' is where you’ll find information on all of the transactions that have occurred in your store.
 
The '''Payments page''' is where you’ll find information on all of the transactions that have occurred in your store.
  
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[[File:PaymentsPage.png|PaymentsPage.png]]
 
[[File:PaymentsPage.png|PaymentsPage.png]]
  
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[[File:Payment.png|Payment.png|link=]]
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==Payment Details==
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When you hover over the transaction from the Payments page, you’ll see a link to view the '''payment details''' of the order or to delete the payment from your payments screen. To view the payment details, click the "details" link to view more information on that purchase including the customer’s full name, email and the product they purchased.
  
 
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You’ll see the order number, the total price of the purchase, the status of the payment, the name of your customer, how they paid for the product and when the transaction occurred.
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[[File:Payment-details-dashboard.png|Payment-details-dashboard.png|link=]]
  
When you hover over the transaction, you’ll see a link to go to the details of the order or to delete the payment from your payments screen.
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From here, you’ll see the order number, the total price of the purchase, the status of the payment, the name of your customer, how they paid for the product and when the transaction occurred.
  
 
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[[File:PaymentDetails.png|PaymentDetails.png|link=]]
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==Customer Data==
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Here you'll also see a link there to '''View Customer Data'''. That link takes you to a link with 3 tabs:
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*Products
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*Transactions
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*Info
  
 
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If you click the Details link, it will give you information on that purchase in more detail including the customer’s full name, email and the product they purchased.  There is a link there to View Customer Data.  That link takes you to a link with 3 tabs:  Products, Transactions and Info.
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===Products===
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The '''Products''' tab shows you and all products that customer has purchased along with the transaction number.
  
 
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The products tab shows you and all products that customer has purchased along with the transaction number.
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===Transactions===
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The '''Transactions''' tab shows you every transaction that client has had on your site and allows you to view the transaction, '''resend confirmation email''' or '''refund''' through the payment method used.
  
 
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The transaction tab shows you every transaction that client has had on your site and allows you to view the transaction, resend confirmation email or refund through the payment method used.
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===Info===
  
The last tab, Info, is where you can make notes about the client.
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The last tab, '''Info''', is where you can make notes about the client.
  
 
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[[:Exchange|Back to Exchange Codex Home]]
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[[:Exchange|Back to Exchange Codex Home]]

Latest revision as of 16:58, July 5, 2013

The Payments page is where you’ll find information on all of the transactions that have occurred in your store.


PaymentsPage.png


Payment Details

When you hover over the transaction from the Payments page, you’ll see a link to view the payment details of the order or to delete the payment from your payments screen. To view the payment details, click the "details" link to view more information on that purchase including the customer’s full name, email and the product they purchased.


Payment-details-dashboard.png


From here, you’ll see the order number, the total price of the purchase, the status of the payment, the name of your customer, how they paid for the product and when the transaction occurred.


Customer Data

Here you'll also see a link there to View Customer Data. That link takes you to a link with 3 tabs:

  • Products
  • Transactions
  • Info


Products

The Products tab shows you and all products that customer has purchased along with the transaction number.


PaymentProducts.png


Transactions

The Transactions tab shows you every transaction that client has had on your site and allows you to view the transaction, resend confirmation email or refund through the payment method used.


PaymentTransactions.png


Info

The last tab, Info, is where you can make notes about the client.


PaymentInfo.png


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