Transactions

Overview

The Transactions page provides a comprehensive view of all payments processed through your business. You can search, filter, and review individual transactions to track your revenue and manage customer payments.

Navigate to Money → Transactions to access your transaction history.

Transaction List

The main transactions view displays a table with key information about each payment:

• Date — When the transaction was created
• Payment ID — A unique identifier for the transaction (first 8 characters shown)
• Status — Current state of the payment (Completed, Pending, Processing, etc.)
• Customer — Name and email of the customer who made the payment
• Amount — The gross amount of the transaction
• Currency — The currency in which the payment was made
• Processor — Which payment processor handled the transaction (DashNex Pay, Stripe Standard, or DashNex Credits)

Transaction Statuses

Each transaction has a status that indicates its current state:

Searching and Filtering

Use the search and filter options to find specific transactions:

• Search — Search by customer email, name, or transaction ID
• Status Filter — Quick filter by transaction status
• Advanced Filters — Filter by processor, currency, and date range
• Sorting — Click column headers to sort by date, status, amount, or processor

Active filters are displayed as removable pills above the table, making it easy to see and adjust your current filter criteria.

Transaction Details

Click the review icon (eye) on any transaction to view its complete details. The detail view includes:

Payment Breakdown

• Amount Paid — The gross amount the customer paid
• DashNex Fee — Platform service fee (in DNX)
• Processor Fee — Payment gateway fee (if applicable)
• Net Amount — Your earnings after fees
• Exchange Rate — Conversion rate if currency conversion occurred

Activity Timeline

A chronological timeline shows the transaction lifecycle:

• When the transaction was created
• When it was processed
• Settlement status and expected availability date
• Any refunds issued
• Dispute events (if applicable)

Metadata

Transactions include metadata with details about what was purchased:

• Main Offer — The primary product or service purchased
• Bump Offers — Any additional items added during checkout
• Subscription Details — If applicable, indicates recurring billing information

You can expand and copy the full JSON metadata for reference or troubleshooting.

Processing Refunds

For completed transactions, you can issue refunds directly from the transaction detail view by clicking the Refund button.

Refund Options

Depending on the transaction structure, you can choose what to refund:

• Full Refund — Refund the entire transaction amount
• Main Offer Only — Refund just the primary purchase
• Bump Offer Only — Refund just the additional items

Refund Process

1. Select the item(s) you want to refund
2. Enter a reason for the refund (required)
3. Review the refund amount
4. Click Process Refund to confirm

Important Notes

• Refunds are processed immediately and cannot be reversed
• If the refunded item includes a subscription, the subscription will be automatically cancelled
• You can issue multiple partial refunds until the full amount has been refunded
• Refund details appear in the transaction's activity timeline

Disputes

When a customer initiates a chargeback, the transaction status changes to "Disputed". The transaction detail view will show a dispute alert with:

• Dispute status (Needs Response, Under Review, Won, Lost)
• Disputed amount
• Reason for the dispute
• When the dispute was opened

If you're using DashNex Pay, disputes are handled by DashNex as your Merchant of Record. If you're using Stripe Standard, you'll need to respond to disputes directly through your Stripe dashboard.