The Sales Page offers a variety of functionalities to help manage transactions. You can filter sales by state (e.g., completed or pending), by time period, and view detailed transaction lists. This makes it easier to track specific sales, ensure proper reporting, and access any associated data.
The page also includes reporting options, allowing you to generate a summary of sales activity, which is useful for day-to-day management or for generating reports at the end of a period.
In BETA, you can conveniently view your transactions categorised by different transaction states: open, succeeded, cancelled, refunded and all. This provides you with a clear and organised overview of your transaction history, allowing for you to efficiently monitor and manage transactions in your gym, according to their status.
Transactions can have the following states:
Open: Open transactions are transaction that were started, but either the cart was abandoned, or the transaction was not finalised in the POS. Open transactions allows for more items to be added to the same transaction. Items are NOT issued.Due: Due transactions locks the transaction, preventing any items to be added to the transaction. Due transactions may only be modified by adding/removing payments, recalling, or refunding the entire transaction. Items are issued to the linked profile. Available on Business and aboveSucceeded: Transactions that have been successfully processed and completed.Cancelled: Transactions that have been intentionally terminated.Refunded: Transactions for which a full refund has been issued.All: Comprehensive view of transactions across all states.<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
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The Transaction Timeline provides a detailed record of key events in a specific transaction's lifecycle. Displayed in a pop-up page, it helps track each step from the initial purchase to completion.
You can view important timestamps, such as when payments are processed, products issued, and any related actions. This feature ensures a clear, chronological overview for managing transactions effectively, helping resolve disputes or review transaction history.
In the transaction timeline has these viewable fields:
Created: The date when the transaction was initially created.
Items Issued: The date when the items within the transaction were issued.
Succeeded: The date when the transaction was successfully processed, and payment was completed.
Refunded: The date when the payment for the transaction was refunded.
Revoked: All Items (Entries Types/Events/Stock etc) associated to that transaction have been revoked and returned.
Transaction timeline
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BACS (Bankers' Automated Clearing Services)/ACH (Automated Clearing House) and Direct Debit payments, such as those managed through Stripe/GoCardless, rely on regular syncing to ensure payment data remains accurate and up-to-date. These payments are not immediate and often take 3–5 business days to settle. BETA syncs with these services automatically daily. During this process, updates to payment statuses—like processing —are reflected in your dashboard.
Manual syncing allows immediate updates when needed, such as resolving customer queries or preparing reports. This ensures accuracy and respond quickly to critical payment issues.
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<aside> <img src="/icons/arrow-northeast_blue.svg" alt="/icons/arrow-northeast_blue.svg" width="40px" /> Looking to updating a billing date for a subscription?
Extend a subscription with Update Billing Date
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