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Sales & PaymentsTransaction Statuses

Viewing Transactions & Their Status

Status on Finance → Transactions tells you whether a payment attempt finished successfully.

Where to Check Status

  1. Open Finance → Transactions.
  2. Open the Status filter.
  3. Read the STATUS column on each row (for example green Success).
Status filter — All, Pending, Failed, Success, Cancelled

Statuses on Screen

StatusDot colour on the filterWhat it means
AllGreyNo status filter
PendingOrangePayment is not finished yet
FailedRedPayment did not go through
SuccessGreenPayment completed
CancelledDark greyAttempt was cancelled

Rows on the capture show Success as a green pill.

Do not treat Pending or Failed as money received. See Refunds & Failed Payments.

Payment attempts also show:

Column / filterExamples
METHOD / Payment methodCash, Gateway
GATEWAYStripe, Wallet, or
SourcePackage, Wallet
Payment method filter

Workflow — Check Payment Status

Step 1 — Open Transactions

Finance → Transactions.

Step 2 — Filter if needed

Status → Pending (or Failed / Success / Cancelled).

Step 3 — Open the row menu

Use ⋯ for Copy txn ref, Download invoice, or Send invoice when you need a reference or document.

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