📊 Overview
The Transaction History feature provides a comprehensive dashboard for monitoring all financial transactions in your account. Track payments, view detailed invoice information, and manage your billing records with powerful filtering and search capabilities.
💳 Payment Tracking
Monitor all payment transactions with real-time status updates
🔍 Advanced Filtering
Search by date range, amount, status, and user information
📄 Invoice Management
View detailed invoice information and download receipts
🚀 Key Features
📋 Transaction Table
📋 Transaction Table
Comprehensive table view showing all transaction details with sortable columns
📅 Date Range Filtering
📅 Date Range Filtering
Filter transactions by custom date ranges with quick preset options (Last 14 Days, etc.)
💰 Payment Status Tracking
💰 Payment Status Tracking
Real-time status updates: Paid, Pending, Failed, Refunded
📱 Action Controls
📱 Action Controls
View details, download invoices, and manage transactions directly from the table
🔄 Transaction Workflow
The transaction workflow follows a systematic process from initiation to completion:📝 Workflow Steps
1
🛒 Purchase Initiation
User selects a service package (Dev Package, Pro Plan, etc.) and proceeds to checkout
2
💳 Payment Processing
Payment gateway (Stripe) processes the payment using the selected payment method
3
✅ Payment Verification
System verifies payment success and validates transaction details
4
📝 Invoice Generation
Unique invoice number is generated (e.g., BD949C2A-0018) and invoice details are recorded
5
📧 Notification Sent
Payment confirmation email is sent to the user with invoice details
6
📊 History Update
Transaction appears in the Transaction History table with all relevant details
7
🔍 Search & Filter
Transaction becomes searchable and filterable in the dashboard
📋 Transaction Fields
Understanding each field in your transaction history helps you track and manage your financial records effectively.🔢 Core Fields
#
Sequential NumberAuto-incremented transaction ID for easy referenceExample:
1User
Account IdentifierUsername or email of the account holderExample:
Dev2Invoice Number
Unique Transaction IDSystem-generated unique identifier for each transactionExample:
BD949C2A-0018Amount
Transaction ValueTotal amount charged including taxes and feesExample:
$1.00📊 Status & Tracking Fields
Status
Payment StateCurrent status of the transactionValues:
paid, pending, failed, refundedCreated At
Transaction TimestampDate and time when the transaction was createdExample:
09-01-2025 10:25 PMAction
Available OperationsActions you can perform on the transactionOptions: View Details, Download Receipt
📊 Detailed Field Reference
| Field | Description | Example Value | Data Type |
|---|---|---|---|
| # | Sequential transaction number | 1 | Integer |
| User | Account username/identifier | Dev2 | String |
| Invoice Number | Unique transaction identifier | BD949C2A-0018 | String |
| Amount | Transaction value with currency | $1.00 | Currency |
| Status | Payment completion state | paid | Enum |
| Created At | Transaction timestamp | 09-01-2025 10:25 PM | DateTime |
| Action | Available operations | View/Download buttons | Actions |
🎯 Transaction Status Definitions
- ✅ Paid
- ⏳ Pending
- ❌ Failed
- 💸 Refunded
Meaning: Payment completed successfullyCharacteristics:
- ✅ Payment processed without issues
- ✅ Funds transferred successfully
- ✅ Service/product activated
- ✅ Invoice marked as paid
- View invoice details
- Download receipt
- Access purchased services
🔍 Filtering & Search Features
📅 Date Range Filtering
Quick Presets
Last 14 Days - Most commonly used filterLast 30 Days - Monthly overviewLast 90 Days - Quarterly review
Custom Range
Start Date: Select beginning dateEnd Date: Select ending dateFilter Button: Apply custom date range
🔍 Search & Display Options
Results Display
Show Entries: Configure number of results per pageOptions: 10, 25, 50, 100 entriesDefault: 10 entries per page
Search Function
Global Search: Search across all fieldsReal-time: Results update as you typeFields: User, Invoice Number, Amount, Status
📄 Invoice Details & Actions
💳 Payment Information
Based on your transaction screenshots, here’s what you’ll see in invoice details:
Transaction Summary
To: Company receiving paymentFrom: Payment processor (Meta Tech LLC)Invoice: Unique identifierAmount: Total paid
Payment Details
Payment Date: When payment was processedPayment Method: Card type and last 4 digitsStatus: Current payment stateReceipt: Download options available
🎯 Available Actions
1
👁️ View Details
Click the eye icon to view complete invoice information including payment breakdown and billing details
2
📥 Download Invoice
Use the “Download invoice” button to get a PDF copy of the complete invoice
3
📄 Download Receipt
Use the “Download receipt” button to get a payment confirmation receipt
4
🔍 Transaction Lookup
Use the search function to quickly find specific transactions by any field
📈 Transaction Analytics
💰 Payment Statistics
Based on your transaction data, you can track important payment metrics and trends.
- ✅ Success Rate: Percentage of successful payments
- 💳 Payment Methods: Distribution of payment types
- 📊 Transaction Volume: Number of transactions per period
- 💰 Revenue Tracking: Total income and trends
- 🔄 Retry Success: Failed payments that succeeded on retry
📊 Data Insights
Payment Patterns
Peak Times: When most payments occurSeasonal Trends: Monthly/quarterly patternsUser Behavior: Payment frequency analysis
Performance Metrics
Processing Speed: Average transaction timeSuccess Rates: Payment completion statisticsError Analysis: Common failure reasons
🛠️ Troubleshooting & Support
❓ Common Issues
🔍 Can't Find Transaction
🔍 Can't Find Transaction
Solution: Use the search function or adjust date range filtersCheck: Verify the correct date range and search termsAlternative: Browse through different pages using pagination
📄 Download Not Working
📄 Download Not Working
Solution: Check browser settings and popup blockersRetry: Try downloading again after a few momentsSupport: Contact support if downloads consistently fail
💳 Payment Status Questions
💳 Payment Status Questions
Check Status: Look for real-time status updates in the tableWait Time: Allow up to 24 hours for status changesContact: Reach out to support for payment discrepancies
📞 Getting Help
Documentation
User Guides: Comprehensive help documentationFAQs: Frequently asked questionsVideo Tutorials: Step-by-step visual guides
Support Channels
Email Support: Direct email assistanceLive Chat: Real-time support chatHelp Desk: Ticket-based support system
This documentation covers all aspects of the Transaction History feature based on your actual interface. For additional support or questions about specific transactions, please contact your support team.