How to 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.

Go to E-Commerce > Payments.

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.

Read also: Sources of automatically added deals and contacts: Payments.

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;
  • payment status.

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.

Read also: How to manage contacts.

Payment data

In the Amount column, you can see more details about every payment, including the payment method used, amount, currency, and applied promo code. To view the payment method name, hover over its logo. To view the discount amount, hover over the promo code.

In the Stage column, you can see the current payment status.

Processing The customer has already made the payment, but their bank or payment system has not transferred the funds to their SendPulse account yet.
Pending The customer has followed the payment link but has not made the payment yet.
Completed The payment has been successfully made in full.
Canceled The customer has canceled the payment. In some cases, this status appears when the customer visits the payment page but does not end up paying.
Refunded The seller* has returned the payment to the customer in full.
Reversed The payment system has returned the payment to the customer in full.

The seller* has not participated in this.

Rejected The payment system has canceled the payment.

The client needs to check for possible errors during the transaction and, if necessary, contact their bank.

Not paid The client went to the payment page but did not pay.
Refunded partial The seller* has partially returned the payment.
Incomplete

The payment has been successful, but the credited amount is less than the amount specified by SendPulse.

Notify the customer that the full amount must be paid.

This status is applicable to PayPal, Fondy, and Cryptomus.

Error A payment error has occurred.

The client should try again or contact their bank.

*A seller is a person who uses SendPulse to sell goods to clients.

In the Description column, you can see 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.

In the Date column, you can see the payment date and time.

The Statistics tab

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

Select a timeframe for which you want to view data.

    Rate this article about "How to view payment data"

    User Rating: 5 / 5

    Next

    How to generate payment links in CRM

    Popular in Our Blog

    Try SendPulse today for free