<aside> <img src="/icons/reorder_lightgray.svg" alt="/icons/reorder_lightgray.svg" width="40px" /> This guide takes you through the Basic functionally of the Sales Page, such as:

for more detailed tasks please all the Sales guides

*when searching by invoice / transaction number please ensure that you are using the › Detailed Climber/ID Search

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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> For for a full breakdown of the Sales Reports you can generate in BETA

Generate Sales reports

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basicfunc.mov

› Detailed Climber/ID Search

<aside> <img src="/icons/info-alternate_lightgray.svg" alt="/icons/info-alternate_lightgray.svg" width="40px" />

You can search for specific transactions using two methods:

By Climber: Filter transactions by a climber's profile to see all transactions associated with them. This method is ideal for tracking activities or purchases linked to a specific individual.

By Transaction ID: Use the unique Transaction ID, a number assigned to each transaction. Entering this ID directly in the search bar quickly pulls up the exact transaction details without needing additional filters.

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Screen Recording 2024-12-30 at 14.26.52.mp4

FAQs


Related Guides

View subscription details

Refund a transaction, revoke items

Sales guides