This Guide covers how to open an individual Transaction, what the Transaction Details drawer shows, and the actions you can take on it.
Opening a Transaction
You can open a Transaction from:
The Transactions page in the left-hand navigation menu
The Transaction History in a Customer Profile
The Transactions tab of the Order Details View
Clicking a Transaction opens it in a drawer from the right side of the screen, with the Transaction Reference Number at the top of the drawer:
Learn more - Guide: Order Details
The Transaction Details Drawer
The layout is very similar to the Order Details View:
Header
This gives you the:
Customer name - click it to open a reduced Customer Profile in the drawer, showing their Transaction History, Notes and Customer Details. Click the 3 dots and Edit customer to open the full Customer Profile in edit mode. Click outside the drawer to return to the Transaction
Financial Summary of the Order contents:
Total - the net total value across all Transactions that make up the Order
Paid to Date - the total of all payments taken across all Transactions
Refunded - the total of all refunds across all Transactions
Balance Due - the total remaining to be paid across any Reservation currently sitting in the Order
Channel
Date the Order was created, and the User who created it
Information Bar
A grey bar beneath the Header shows the following, where they apply to the Transaction:
Lead Booker Name - click the pencil icon to add or change it
Forms
External System
External ID
Transaction Status
This is shown to the top right of the items in the Transaction. Hover over it for further date-related info:
Summary Tab
This will show the following items sold in this individual Transaction:
Tickets - along with Performance and Seat (if Reserved Seating) info
Standalone Products
Delivery
Add Ons
Transaction Total
Payment
Timeline, Correspondence and Notes Tabs
Click the Timeline tab to see the Transaction-specific Timeline.
Click the Correspondence tab to see all Emails sent for this Transaction.
Click the Notes tab to see the Notes for this Transaction.
To add one, click the Add Note shortcut button or Add New Note on the tab
Enter your text and click Add Note
Notes can also be edited and deleted from the tab, and are kept separate from the Timeline. The tab shows a count of the Notes on this Transaction; no count is shown when there are none.
Notes shown here belong to this Transaction only; to see Notes from every Transaction in the Order, use the Notes tab on the Order Details View.
Manage Transaction
Click Manage Transaction to see the following options for the individual Transaction:
Update Expiry
Create Related Transaction
Edit Transaction
Generate Barcode
Exchange
Refund
NOTE - Update Expiry and Edit Transaction are only available from the individual Transaction. Create Related Transaction, Generate Barcode, Exchange and Refund are also available across the whole Order from Manage Order on the Order Details View, along with Merge.
Learn more - Guide: Refunds, Guide: Exchanges, Guide: Order Details
Shortcut Buttons
Next to Manage Transaction are shortcut buttons for common actions. Hover over a button to see its name:
Add Note (note icon) - opens the Create Note window to add a Transaction Note
Download PDF (download icon) - opens the Download PDF window, where you choose the Delivery Method and select which Tickets and Products to include
Download PDF using default Delivery Method (printer icon) - immediately downloads a PDF of all Tickets in the Transaction using the default Delivery Method. Nothing is sent to a printer
Email Transaction (envelope icon) - opens the Resend Email window. Select the Email Template. To include the Tickets, tick Attach a ticket template to the email and choose the Delivery Method to use, then click Send
Order - opens the Order Details View for the Order this Transaction belongs to
Learn more - Guide: Download & Resend Tickets, Guide: Order Details