You can view all your sales and the associated information in the Transactions tab. This tab provides you with valuable insights into the processing and status of your transactions, whether as a vendor or affiliate. Each section is explained in detail below to make it easier for you to navigate and analyze your sales.
Overview (Dashboard)
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You will find four important key figures at the top of the screen:
Gross: this amount shows the total sales of your products in the selected period, before taxes and fees have been deducted.
Pending: This value includes orders where payment has not yet been received. This applies to payment methods such as invoice, SOFORT bank transfer and SEPA bank transfer, which take several days to confirm.
Revenue: Are gross sales minus sales tax and outstanding payments.
Net Profit: This is the actual amount you have earned after deducting taxes, CopeCart fees, affiliate commissions and joint venture shares.
Transaction history (chart)
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Below this is a graph showing your transaction history over a specific period of time.
You can adjust the time period at the top right (e.g. 24.09.24 - 08.10.24) to view specific data. Each point on the timeline represents the number and value of transactions on a particular day.
Transaction details (table)
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At the bottom you will find a detailed table with all transactions. Here you can see for each order:
Order ID: A unique identification number for the transaction.
Date and time: When the order was placed.
Invoice number: The corresponding invoice number.
TR-ID: An internal ID of the transaction.
TR type: A distinction is made here between sale or refund.
TR status: The status of the transaction, e.g. “pending”, “successful”, “test phase” or “failed”.
Product ID and product name: The product that was sold in this transaction.
Order count: The number of products included in this order.
Gross price: The total price of the order, without deductions.
Note: The above values are examples only. Your transactions may contain additional columns or details, depending on your individual settings and the transactions in your account.
Customization of the table:
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You can customize the displayed columns according to your needs to see only the information that is relevant to you. To do this, simply click on the “Customize” button, select the desired columns and save your selection.
This setting is saved for future sessions, so you don't have to adjust it every time.
You also have the option of filtering the data using the filter function, e.g. by payment status or product type.
Above the table, you will find a search bar that you can use to search for specific orders or products. There are also various filter options to help you sort transactions by status, product type or other criteria. You can also adjust the table view or download transaction data as a CSV file to analyze it externally.
This allows you to maintain an overview and find orders more quickly.
The payment status/transaction status
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The different statuses you see in the table are crucial for tracking your transactions:
Paid: The transaction has been successfully completed and the amount will be credited to your account.
Failed: The transaction could not be completed successfully (e.g. due to payment problems).
Pending: The transaction has been initiated, but the payment has not yet been confirmed.
Trial: The transaction was created during a test order and is not counted as real sales.
Live mode vs. test mode
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You have the option to switch between live mode and test mode. In live mode, you see real transactions, while test mode allows you to test your settings and products in a secure environment without making real payments. All test orders are displayed in test mode. We explain how to carry out a test order here.
Direct search for orders and invoices
To find a specific order or invoice quickly, you can use the search field in the transaction overview.
Here you have the option of searching specifically for various parameters such as invoice number, order ID, customer name, product name or even email addresses.
To search for an invoice number, you can enter the “#” symbol in front of the digital value (e.g. #123456789).
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This makes it easier for you to quickly identify and manage specific transactions.
Action buttons
In the transactions tab, you will find practical action buttons that allow you to manage your orders quickly and efficiently.
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Transaction overview
You can call up a detailed summary of the order via the “Transactions Details” button. Important details are displayed here, including the date and time of the transaction. You can also view customer details such as name, email address and address, as well as product details such as product ID, name and type. Everything is quickly accessible and displayed at a glance.
Refund
You can also use the “Refund” function to easily process refunds for canceled or unfulfilled orders. With these action buttons, you have full control over your transactions and can respond promptly to customer inquiries.
Detailed transaction view
If you click on the order ID in the overview, you will be taken to a detailed page where you can view all the important information about this specific transaction. This page provides you with a comprehensive overview of the entire process - from customer details to product information and payment details:
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In detail:
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Show transaction details
On the left-hand side, you will find an action button that you can use to call up detailed information about the transaction. Here you get a complete overview of all relevant parameters of the order, such as the date and time of the transaction, the current status, the number of installments and much more. This is particularly helpful if you want to analyze a specific transaction in more detail.
Download invoice
With a simple click on the corresponding action button, you can download the customer invoice in PDF format. This allows you to manage the invoices quickly and easily, for example to save them in your documents or to check them manually.
Send invoice to the customer
You also have the option of sending the invoice directly to your customer by email. With just one click on the corresponding action button, the invoice is automatically sent to the customer's e-mail address entered when the order was placed. This saves you time and simplifies the process, especially if a customer requests their invoice again or you want to resend it for other reasons.
These options provide you with a simple and efficient way to manage transactions and ensure that all important documents are sent quickly and correctly.
Other tabs: Affiliate transactions, Joint venture, Debt Collection
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In addition to the standard transactions, you will find other specialized tabs in the transactions tab that offer you detailed insights into various transaction types:
Affiliate transactions: This tab displays transactions that you have completed as an affiliate if you are also active as an affiliate in addition to your vendor account. Here you can see which sales were generated via your affiliate links and how your commissions are calculated.
Joint venture: This tab shows transactions that you have concluded as part of a joint venture. If you act as a joint venture partner in cooperation with another vendor, you can see how the revenue is split here.
Debt collection: This tab lists all cases where payments are collected via a debt collection procedure. You get a clear overview of outstanding receivables and the status of the debt collection proceedings.
Conclusion
With CopeCart's Transactions tab, you can keep track of your sales activities at all times and analyze your performance in a targeted manner. Use the flexible customization and filter options to display the data relevant to you and optimize your sales process.
Our dedicated CopeCart support team is always on hand to answer questions and help you succeed. Also discover the CopeCart Academy for further information and training.
Thank you for being part of the CopeCart community!
We wish you every success in selling!
Best regards
Your CopeCart team