For the complete documentation index, see llms.txt. This page is also available as Markdown.

🤝Subscription transactions

See how to view the transactions associated with your customers’ subscription orders.

Within the Smartrr app and the left-hand menu, click Subscriptions then Transactions. Here, you can view each transaction's details including Transaction ID and more.

View of the Transaction table in the Smartrr admin portal. The table includes filter options and an "Export to CSV" button/link.

The Transaction table shows the following columns by default:

  • Transaction ID

  • Initial bill attempt

  • Last update time

  • Customer (first and last name)

  • Total

  • Status

  • Retry count

  • Failure reason

The table can be filtered and sorted to get your desired view. The filters applied are also reflected in the export.

Checking 1 transaction will provide options such as:

  • View subscription details

  • View customer in Shopify

  • View order in Shopify

Image of the Transactions table, highlighting the action items that are presented when a single transaction is checked/selected.

You can also view subscription transactions by opening details of specific customers from the Customers tab on the left-hand pane.

Customer view/profile in the Smartrr admin portal, displaying the list of subscriptions, orders and transactions separated under tabs.

Transaction Statuses

Transactions have 5 statuses:

  • Succeeded - Set when the billing was successful and an order is created in Shopify.

  • Pending - Assigned to the transaction between retries.

  • Processing - This is the initial status that indicates that the app is instructing Shopify to create an order.

  • Failed - Assigned when Shopify refuses to create the order; Shopify's reasons can be specific or general (eg. "there was an error performing the payment" or "your card has expired")

  • Canceled - This is manually applied by the admin to prevent a transaction from retrying or to simply cancel the transaction to prevent the creation of an order.

Display of the 5 transaction statuses.

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