The Transactions page is the central list of every order in your group. Bookings, gift card purchases, item sales, and any combination of those flow into a single transaction record with a customer, totals, payments, and a status. Use this page to browse orders, filter them down, create a new transaction manually, or open one for the full details and management view.
Getting started
Navigate to Purchases > Transactions from the sidebar. The page opens with the most recent transactions at the top.
How it works
Every order in your group is a transaction. A transaction can hold multiple line items (bookings, gift cards, items) and multiple payments. The list shows one row per transaction with the totals rolled up to the top level.
The toolbar across the top of the page houses the filters, a results counter, the per-page selector, and the Download CSV button. The top right has Create new transaction for manually entering an order. Each row has a three-dot menu with View transaction details and Cancel transaction for active orders.
Step-by-step guide
Browse the transaction list
Open Purchases > Transactions. The desktop layout shows a table; mobile collapses to a stack of cards with the same data. The total number of matching transactions appears in the toolbar as Total results: N.
The table shows the columns documented in the List columns reference below. The action column on the far right has a three-dot menu per row.
If the list is empty, the page renders a warning icon and the message No transactions exist.
Filter the list
The toolbar has eight filter popovers across the top. Click any of them to open the popover, fill in the field, and click Update to apply, or Reset to clear that single filter. The full filter set is documented in the Filters reference.
| Filter | What it searches |
|---|---|
| Transaction Id | The numeric order number |
| Transaction Date | A relative window ("within the last N days") or an absolute from-to date range |
| First name | Customer first name on the order |
| Last name | Customer last name on the order |
| Customer email on the order | |
| Source | Badge with the UTM source the order came from. Hover it to see the full attribution (Source, Medium, Campaign, Referrer). Only appears when Enable purchase source tracking is on in Company groups |
| Payment | Due or Fully paid |
| Status | Active or Cancelled |
The refresh icon to the right of the toolbar is Reset all filters. Click it to clear every filter at once. The filter values and current page persist in the URL, so refreshing the page or coming back from a transaction's details page returns you to the same view.
Switch the page size
The dropdown to the left of the Download CSV button is the per-page selector. Pick 5, 10, 25, or 50 rows per page. The choice persists in the URL.
Open a transaction
Click the three-dot menu on a row and pick View transaction details. The transaction details page opens with the customer, line items, payments, and management controls. See the Transaction details article for the full breakdown of that page.
Create a new transaction
Click Create new transaction at the top right of the list. The create-transaction view opens with a three-tab flow.
The three tabs are Basket, Customers, and Payment. Move through them in order; the running cart summary on the right side updates as you add items, taxes, fees, and discounts.
Basket tab
The Basket tab is where you add line items to the order. The empty state reads No items in basket. Use the + Add another booking button (and the equivalent buttons for items, gift cards, and custom purchases that appear after the first item) to open the appropriate add modal.
| Add modal | What it creates |
|---|---|
| Add booking | A booking line item: pick the event, date, time slot, and ticket categories. When the slot offers more than one length, a Duration row of pills appears under the booking's date and time and the ticket categories follow the chosen length |
| Add item | An inventory item line: pick the item and quantity |
| Add gift card | A gift card line: pick the gift card type and value, then enter the recipient details |
| Add custom purchase | A free-form line item with a name and price for one-off charges |
Each line in the basket shows the event name, date, and time slot for bookings, or the item name and quantity for items, gift cards, and custom purchases. Per-line controls let you adjust the ticket category counts, override the price (per category for bookings or per unit for items), and remove the line with the trash icon.
The Override price control opens an inline input for the new price; click Save to apply or the cancel icon to revert. While an override input is open, the Complete transaction button at the bottom is disabled: close every override before submitting.
Customers tab
The Customers tab is where you attach a customer to the order. The lookup field at the top reads Customer lookup (search by name, email, or phone number) and autocompletes against your existing customer list.
Pick a result and the form below populates with that customer's details. Click Clear to reset the selection and start fresh. If no result matches, type the customer details directly into the fields below.
| Field | Required | Notes |
|---|---|---|
| First name | Yes | |
| Last name | Yes | |
| Yes | ||
| Phone | Conditional | International phone input with country picker. Required when phone is required for the events in the basket; optional otherwise. The label switches between Phone * and Phone (optional) to reflect this |
Below the contact fields, an Additional info section renders any custom fields configured to show on the events in the basket. Required custom fields block submission until they're filled in.
Payment tab
The Payment tab is where you decide how the order gets paid. The two main controls at the top are the Add payment and Pay on arrival buttons. Add payment opens the payment-method picker; Pay on arrival skips the payment step and creates the order with a balance due.
| Option | What it does |
|---|---|
| Do not send booking confirmation email | Suppresses the standard confirmation email for this order |
| Send payment request email to customer | Emails the customer a link to pay the balance themselves. Available on certain payment methods |
| Pay partial amount | Enables a separate Amount field to charge less than the full total now and leave the rest as due. The amount is not auto-populated with the event's deposit on this page: type the deposit value manually. For booking flows that pre-fill the deposit automatically, use Book now on a slot from the calendar to open the booking drawer's Create booking sub-view instead (see Booking drawer) |
When Add payment is active, three more sections appear:
| Section | What it does |
|---|---|
| Promo code | Autocomplete by code or name. Click Apply to redeem, Clear to reset. Applied codes show in the cart summary with an X to remove them |
| Payment options | Dropdown of every active payment method for the group: card via your active gateway, gift card, customer credit, manual methods, and any custom methods you've added |
| Card form | Renders the live card-entry component for your active gateway (Stripe, Square, or Authorize.net) when a card method is selected |
The card form has a Save card for future payments toggle so the card stores against the customer for one-click future use. Stripe and Square gateways also surface a Stored cards dropdown if the customer already has cards on file, with a Use a new card option to bypass it.
| Payment method | Extra fields |
|---|---|
| Customer credit | Available ($) read-only and Amount to apply ($) input |
| Gift card | Gift card code autocomplete by code; the redeemed card's total and remaining balance render below |
Two checkboxes at the bottom of the Payment tab let you waive specific charges:
| Toggle | Effect |
|---|---|
| Waive taxes | Removes every tax from the order. Only appears if at least one tax is configured |
| Waive fees | Removes every fee from the order |
The waiver is stored on the transaction. After the order is created, every later edit (applying a promo, adding or removing an item, adding or cancelling a booking, changing group size) respects the saved waiver, so taxes and fees don't silently come back. You can flip the same toggles on or off from the Transaction details page's Taxes/Fees/Tips tab or the Booking drawer's Transaction summary section at any time.
For groups that use inclusive tax pricing (tax built into the shelf price), waiving taxes actually reduces what the customer pays. The tax is extracted from the price rather than just hidden from the receipt.
The right-hand summary panel shows the running totals as you build the order: Subtotal, every applied promo with a remove button, every applied tax (with (included) suffix on inclusive taxes), every applied fee, and the Total.
Click Complete transaction at the bottom right to submit the order. On mobile, the same button reads Create. A success notification confirms the transaction was created and the order appears at the top of the list.
Cancel a transaction
Open the three-dot menu on the row and pick Cancel transaction. A panel slides in titled Cancel transaction # followed by the order number. It loads the order first, then shows a section for each kind of thing the order holds, so only the sections that apply appear.
| Section | What it shows and controls |
|---|---|
| Freed time slots | A warning reading Cancelling this transaction opens up availability for every booking in it. Any amount paid must be refunded to the customer separately. Under it, one line per booking on the order (event name, date and time, participants) and the Status for the freed up time slots dropdown: Available, Blocked, or Call to book |
| Waivers | Only appears when the order has signed waivers. Choose Keep waivers on file (waivers stay attached to the time slots and future bookings inherit them) or Delete waivers (waivers are permanently removed) |
| Items | Only appears when the order holds inventory items or custom items. Lists each item with its quantity. Choose Remove items (the default: items come off the order and go back into inventory) or Keep items (items stay on the order and their amounts remain in the total) |
| Gift cards | Only appears when the order holds active gift cards. Lists each card with its code, type, and remaining balance, with a copy button on the code. Choose Keep gift cards active (the default: cards can still be redeemed) or Deactivate gift cards (cards can no longer be redeemed; balances are not refunded) |
Click Cancel transaction at the bottom of the panel to confirm, or Keep transaction to close it without changing anything. To reactivate a cancelled order, open it via View transaction details and use the status control on the details page. Reactivation does not bring removed items back or reactivate gift cards; add them again from the details page if needed.
Export the list to CSV
Click the Download CSV icon (cloud-download) at the top right. The export contains every transaction matching the current filters, batched up to 5000 rows. The file includes the transaction id, date, customer name, email, total, paid, due, status, UTM Source, UTM Medium, UTM Campaign, and UTM Referrer columns.
Reference
Filters
| Filter | Type | Values |
|---|---|---|
| Transaction Id | Text | Order number |
| Transaction Date | Radio | "Within the last [N] days" with a numeric input, or "From [date] to [date]" with two date pickers |
| First name | Text | Customer first name |
| Last name | Text | Customer last name |
| Text | Customer email | |
| Source | Badge | UTM source, with medium, campaign, and referrer on hover. Only renders when Enable purchase source tracking is on |
| Payment | Radio | Due or Fully paid |
| Status | Radio | Active or Cancelled |
| Reset all filters | Icon | Refresh icon next to the toolbar; clears every filter at once |
Toolbar
| Element | What it does |
|---|---|
| Total results | Shows the number of transactions matching the current filters |
| Per-page selector | 5 / 10 / 25 / 50 rows per page |
| Download CSV | Cloud-download icon. Permission-gated by Download data |
| Create new transaction | Top-right primary button. Permission-gated by Inventory create or Transactions update |
List columns
| Column | What it shows |
|---|---|
| Transaction Id | The order number, prefixed with # |
| Transaction date | Date and local time the order was created |
| Customer | First name, last name, and email on separate lines |
| Source | Badge with the globe icon and the UTM source, capitalized. Hover it for medium, campaign, and referrer. Only renders when purchase source tracking is on. Displays - when no source is recorded |
| Total | Full order amount in your group's currency |
| Paid | Amount collected so far |
| Due | Outstanding balance. Renders in red when greater than zero or negative (refunds owed) |
| Status | Green active badge or red cancelled badge |
| Actions | Three-dot menu (see below) |
Per-row three-dot menu
| Action | Effect |
|---|---|
| View transaction details | Opens the Transaction details page |
| Cancel transaction | Opens the cancel panel. Only appears when the transaction is active |
Status badges
| Badge | Meaning |
|---|---|
| active (green) | The transaction is open. Bookings, gift cards, and items in it are valid |
| cancelled (red) | The transaction is voided. Bookings on it are released and the slots return to whatever status you chose at cancel time. Items and gift cards follow the choices made in the cancel panel |
Create-transaction tabs
| Tab | What you do |
|---|---|
| Basket | Add bookings, gift cards, items, and custom purchases. Adjust ticket counts and override prices |
| Customers | Look up an existing customer or enter new contact details. Fill in any required custom fields |
| Payment | Pick a payment method, apply a promo, toggle confirmation email, and waive taxes or fees if needed |
Cancel transaction panel
| Section | Options |
|---|---|
| Freed time slots | Status for the freed up time slots: Available, Blocked, or Call to book. Lists the bookings on the order |
| Waivers | Keep waivers on file or Delete waivers. Only appears when the order has signed waivers |
| Items | Remove items (default) or Keep items. Only appears when the order holds items |
| Gift cards | Keep gift cards active (default) or Deactivate gift cards. Only appears when the order holds active gift cards |
| Footer | Keep transaction closes the panel; Cancel transaction confirms |
Mobile layout
On small screens the table collapses to a stack of cards. Each card shows the order number and date as the headline, the status badge in the top right, the customer name and email, the UTM source badge if enabled (hover for medium, campaign, and referrer), and a three-line stats block with Total, Paid, and Due. The three-dot menu sits in the card header.
The filter toolbar collapses behind a filter icon at the top right of the page; tap it to reveal the same filter popovers, plus the Reset all filters refresh icon next to it.
Empty state
| State | Copy |
|---|---|
| No matching transactions | Warning icon + "No transactions exist." |
Good to know
- The Source column and filter only appear when Enable UTM source tracking is on in Company groups. Toggle it on to capture the marketing channel each order came from on your booking site.
- Cancelling a transaction does not issue refunds. Open the transaction details and process refunds from the Payments section there.
- Remove items returns each item's quantity to inventory and takes the item amounts out of the cancelled order's total, so stock counts and reports stay accurate without deleting items one by one. Custom items added to the order are removed completely.
- Deactivate gift cards blocks redemption but leaves the balance in place. A deactivated card can be reactivated later from the transaction details page.
- The Due column is your shortcut for finding unpaid or partially paid orders. Combine it with the Payment: Due filter to focus on outstanding balances.
- The Pay on arrival option creates the order without taking payment. The order shows a balance due until the customer pays in person or via a payment request email.
- A single transaction can mix bookings, gift cards, items, and custom purchases. The cart summary rolls them up into one Total, Paid, and Due for easier collection.
- The Override price control on the basket is per line, not per order. Use it to apply a one-off discount or upcharge to a specific ticket category or item.
- The Save card for future payments toggle on the card form stores the card against the customer record. Subsequent transactions for the same customer surface the saved card in the Stored cards dropdown.
- Filters and pagination persist in the URL. Bookmark a filtered view (e.g., "all due transactions in the last 30 days") and return to it directly.
FAQ
Q: Can I edit a transaction after it's created?
A: Yes. Open View transaction details to add or remove line items, apply discounts, take additional payments, refund payments, change the customer, and more.
Q: What's the difference between Transactions and Payments?
A: A transaction is the full order (what was bought, by whom, for how much). Payments are the individual payment records inside a transaction (a card charge, a gift card redemption, a customer credit application). One transaction can have many payments. The Payments page lists every payment record across every transaction.
Q: Can I create a transaction without collecting payment?
A: Yes. Click Pay on arrival on the Payment tab to skip the payment step. The transaction is created with the full amount as Due. You can collect later via the transaction details page or by sending a Send payment request email.
Q: Why doesn't a refund happen when I cancel?
A: Cancellation releases the booking slots, applies the item and gift card choices from the panel, and marks the order cancelled. Refunding paid amounts is intentionally a separate action so you can decide whether to refund to the original payment method, issue a gift card, or keep the funds as customer credit. Process refunds from View transaction details > Payments.
Q: What happens to items and gift cards when I cancel?
A: The cancel panel asks. Items default to Remove items, which puts their quantities back into inventory and drops them from the order. Gift cards default to Keep gift cards active, since the buyer may have already given the card away; pick Deactivate gift cards to block redemption. Neither choice moves money.
Q: How do I see where a customer came from?
A: Turn on Enable UTM source tracking in Company groups. Once on, the Source column and filter appear in this list, and every new order captures the UTM parameters from the booking site URL.
Q: Can I export only filtered transactions?
A: Yes. The Download CSV button respects the current filters. Apply the filters you want, then click the icon to export only those rows.
Q: I'm missing the Create new transaction button. Why?
A: It's permission-gated. Your role needs Inventory create or Transactions update. Ask an admin to update your role in Custom roles.
Q: A transaction shows a negative due amount. What does that mean?
A: A negative Due means the customer was overpaid and money is owed back to them. Open the transaction and use the refund flow on the Payments section to return the surplus.