Transactions in ChatSyncs
Transactions shows your payment history in two views — automatic Transaction Log payments, and Manual Transactions for bank transfers an admin reviews and approves.
On this page
Control Panel → Transactions opens on the Transaction Log — every automatic, gateway-processed subscription payment. A separate Manual Transactions button (top right) opens the review queue for payments submitted outside an automated gateway, e.g. bank transfers.
Transaction Log (automatic payments)#
| Column | Description |
|---|---|
| Customer email address | |
| First Name / Last Name | Customer name |
| Method | Payment method used |
| Amount | Payment amount |
| Product | The plan or product purchased |
| Type | Transaction type |
| Billing Cycle | The subscription's billing frequency |
| Paid At | Payment date |
Use the search box to find a transaction, or the Date filter to narrow the log to a range.
Manual Transactions#
Customers who pay outside an automated gateway (e.g. by bank transfer) upload proof of payment, which lands here for an admin to review, verify, and approve or reject.
| Column | Description |
|---|---|
| Name | Customer name |
| Customer email address | |
| Paid Amount | Payment amount submitted |
| Attachment | Uploaded payment proof |
| Status | Current transaction status |
| Paid At | Payment date |
| Additional Info | Extra payment details |
Use the search box to find a transaction by customer name or email, or filter by date.
Reviewing a transaction#
A customer buys a subscription and pays via bank transfer, then uploads the receipt through the app. The admin opens Transactions → Manual Transactions, reviews the uploaded attachment to verify the payment, and updates the Status to Approved. Once approved, the customer's subscription activates.
Frequently asked#
A customer says they paid by bank transfer but their plan isn't active — what do I check?
Go to Control Panel → Transactions → Manual Transactions and search for the customer by name or email. Check whether their submission is still pending review, and verify the uploaded payment Attachment before approving it.
Where do manual (non-gateway) payments show up?
Control Panel → Transactions → Manual Transactions — only payments submitted manually (e.g. bank transfer with an uploaded receipt) appear here. Automated, gateway-processed payments appear in the default Transaction Log instead.
What happens when I approve a manual transaction?
Approving the transaction activates the customer's subscription for the plan they paid for.
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