14.6 Managing Orders, Subscriptions & Transactions

These sections provide visibility into financial activities, primarily relevant if you are using Close Master's Order Forms or Recurring Invoices/Memberships features.

  • Orders Tab (Payments → Orders):
    • Purpose: Tracks individual purchases made through Order Form elements on your Close Master Funnels or Websites.
    • View: See a list of orders showing Customer (Contact), Date, Product(s) purchased, Amount, Payment Status (Paid, Pending, Failed), and the Source (which funnel/website page the order came from). Useful for tracking sales of specific courses, services, or digital products.
  • Subscriptions Tab (Payments → Subscriptions):
    • Purpose: Manages active recurring billing plans initiated via Order Forms (using Recurring Products) or Recurring Invoice Templates with auto-payment enabled.
    • View: See a list of active (and potentially inactive/cancelled) subscriptions showing Customer, Product/Plan Name, recurring Amount, Status (Active, Cancelled, Past Due), Next Billing Date.
    • Actions (... Menu): Depending on gateway/setup, you might be able to perform actions like Pause subscription, Resume, Cancel Subscription (this often also cancels the plan in the underlying payment gateway like Stripe), or Send Update Payment Link to the customer if their card is expiring.
  • Transactions Tab (Payments → Transactions):
    • Purpose: Provides a detailed, chronological log of every single payment attempt processed through your connected payment gateway(s) via Close Master (Invoices, Orders, etc.). This is your main financial audit trail within the system.
    • View: See entries for Date, Customer, Amount, Payment Method (Card type, ACH), Status (Succeeded, Failed, Refunded, Pending), Source (Invoice ID, Order ID), and potentially gateway transaction IDs. Filter/Search the log.
    • Initiate Refunds: Find the successful transaction you need to refund. Click the ... menu next to it and select Refund. Choose Full or Partial refund amount. Enter a reason. Confirm. The refund is processed via the payment gateway, and a corresponding refund transaction entry appears in the log.