View payment data

All payments processed through SendPulse or third-party tools are automatically logged in your CRM system. This feature allows you to monitor customer payments, access contact and product data, and maintain accurate accounting records.

In this article, we will talk about how to view your payment data and associated statistics.

The Payments tab

All payments processed through the CRM system are saved to this tab. For example, these can be manual payments for products and services or payments processed through third-party tools, with their data automatically imported into SendPulse.

You can use filters to view specific contact and payment information.

Filter

To view specific payment data, click Filter, and select your criteria. You can select multiple filtering criteria from the following:

date created;
contact first name;
contact last name;
email address;
phone number;
payment amount range;
currency;
stage;
team member assigned to deals.

Click Select to apply your filtering criteria.

Contact data

In the Contacts column, you can view customer data.

You can click a customer’s name to open their contact card in the sidebar.

Payment data

You can view details in the following columns:

Amount	The details about every payment, including the payment method used, amount, currency, and applied course promo code or CRM promo code. To view the payment method name, hover over its logo. To view the discount amount, hover over the promo code.
Stage	The current payment status.
Products	The products for which customers have paid. Hover over the number to see the list of products, amounts, and prices.
Description	The products for which customers paid. Depending on how the payment was processed, the description may include the course name, website name, course ID, CRM product name, or button name from the campaign or chatbot. If a client makes a payment on your website, their selected payment method will appear here.
Deal	The CRM deal details linked to this payment, including the deal name, deal card link, and current status.
Assigned to	The team member assigned to your deal.
Date	The payment date and time.

Export

You can download your payment data as a file. First, generate the file, then download it.

Click Export and choose a file format: XLSX, CSV, or XLS. Wait until the file is ready — you’ll see a notification in the upper right corner.

File generation runs in the background and may take some time depending on the number of records. Don’t reload the page until the export is complete.

Once your file is ready, you’ll find it in the export menu. Its name will include the date created and file format. Click Export, then click the file name to download it.

The Statistics tab

In the Statistics tab, you can see a payment chart.

Select a timeframe for which you want to view data.

Last Updated: 17.12.2025