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Purchases

The Purchases page is the organization-wide record of every transaction made across your plans. Use it to find a specific payment, review its details, issue a refund, and export transactions for accounting or reconciliation.

To open it, go to Purchases in the main navigation.

note

This page lists transactions across your whole organization. To see only the purchases for a single person, open their profile and use the Purchases tab. See Audience.

Browsing purchases​

The listing shows every purchase across your plans, most recent first, and paginates at 25 per page. Pending or abandoned checkout sessions are not shown — only purchases that reached a real outcome (such as Completed, Refunded, or Failed) appear.

Filtering and searching​

Three controls above the table narrow the list, and they combine:

ControlWhat it does
SearchMatches by audience member name, email, or payment ID.
StatusLimits the list to a single purchase status. Choose All statuses to clear it.
PlanLimits the list to a single plan. Choose All plans to clear it. Shown only when you have plans.

Your active filters are reflected in the page URL, so you can bookmark or share a filtered view. When filters are active and nothing matches, the list shows No purchases match your filters. instead of the empty No purchases found.

Viewing a purchase​

Click any row to open the purchase detail page. The header shows the amount and currency, a status badge, and who was charged and when.

The page is organized into sections:

SectionContents
ActivityA timeline of everything that has happened to the purchase, newest first — including when it was created and any refunds, with the admin who performed each action.
SummaryA line-item breakdown of what was purchased and the total charged.
Payment methodThe card brand, last four digits, expiration, type, and country (shown only when the provider supplies card details).
DetailsThe payment ID, refund ID, provider, status, and the created and last-updated dates. A View in Stripe button links to the transaction in your provider's dashboard when available.
CustomerThe member's name and email, with links to their audience member profile and the product they purchased.

The payment ID, refund ID, and customer email are click-to-copy — select one to copy it to your clipboard.

Refunding a purchase​

You can issue a full refund directly from the purchase detail page:

  1. Open the purchase you want to refund.
  2. Click Refund (only visible when the purchase status is Completed).
  3. A confirmation dialog appears. By default the member keeps their access — toggle Revoke member's access if you also want to remove the associated entitlement.
  4. Confirm the refund. The status updates to Refunded, the refund ID appears in the Details section, and the refund is recorded in the Activity timeline along with the admin who issued it and whether access was revoked.

Once refunded, the Refund button is no longer available for that purchase.

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Refunds are processed through your connected payment provider. Make sure a payment provider is connected in Organization Settings → Payment Providers before attempting a refund. See Payment Provider.

Exporting to CSV​

Use the Export button in the filter row to download a CSV of the purchases that match your current filters — not just the page you're viewing. The file is named purchases-YYYY-MM-DD.csv and includes these columns:

Purchase ID, Purchased At, Status, Amount, Currency, Provider, Provider Payment ID, Provider Refund ID, Member ID, Member Name, Member Email, Product, Plan.

The Amount column is a plain decimal (for example 12.99) with the currency in its own column, so spreadsheets treat it as a number. As with the listing, pending purchases are excluded.

Export limit

You can export up to 10,000 purchases at once. If your filters match more than that, the Export button is disabled with the message Too many results to export (max 10,000). Narrow your filters. Add a status, plan, or search term to bring the result count down.