Opening Transaction Details
Use a transaction row when the list alone is not enough — you need the full reference, an invoice file, or to send the invoice to the client.
What is Confirmed on the List
Each row already shows:
| Column | Use it for |
|---|---|
| TXN REF | Short reference (truncated) |
| USER | Client |
| ITEM PURCHASED | What was bought (for example Package) |
| AMOUNT | Charge in QAR |
| METHOD | Cash or gateway payment |
| GATEWAY | Provider, or — |
| STATUS | Success, Pending, Failed, or Cancelled |
| CREATED BY | Who created the record |
| DATE | When it happened |
Row Actions
Open ⋯ on the row:
| Action | What it does |
|---|---|
| Copy txn ref | Copies the full transaction reference |
| Download invoice | Downloads the invoice file |
| Send invoice | Sends the invoice to the client |
A separate detail panel beyond this list and menu is not in the current screenshots. Use the columns and these three actions for investigation.
Workflow
Step 1 — Find the transaction
Open Finance → Transactions. Filter by Status, Payment method, Source, Gateway, or date. See The Sales Ledger.
Step 2 — Review the row
Confirm USER, AMOUNT, METHOD, and STATUS.
Step 3 — Use the action you need
- Copy txn ref — share or search by reference
- Download invoice — save the document
- Send invoice — email or send to the client
Investigating a Payment Issue
- Member and amount — right sale?
- STATUS — Success, Pending, Failed, or Cancelled?
- METHOD / GATEWAY — cash or online?
- Invoice — Download invoice and match the amount
Then see Refunds & Failed Payments if needed.
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