This guide will walk you through how to view, manage, refund, and export your membership transactions inside Kourses.
Viewing Transactions
When you're on the Sales screen, you'll see a table listing all your membership transactions.
Each transaction is individually itemized.
You get a clear overview of every payment made.
Filtering Transactions
On the left-hand side of the Sales screen, you'll find filter options.
You can search and filter your transactions by:
Membership type
Time period
Payment status
This makes it super easy to find exactly what you’re looking for.
Accessing Transaction Details
To view more about a specific transaction:
Click into the transaction record.
You'll then see detailed information like:
Payment type
Payment amount
Pricing plan
And more!
Issuing Refunds
When you're inside a transaction:
Scroll down to find the Refund Payment option.
You can refund the full amount or issue a partial refund by adjusting the refund value.
You can also:
List a refund reason for your internal records.
If the transaction is part of a subscription, you have the option to cancel the subscription right from this screen.
Again, you can add an internal cancellation reason for your reference.
Exporting Your Sales History
To download all your transaction data:
Click "Export Sales History" on the main Sales screen.
This will generate a spreadsheet file containing your full transaction history.
Perfect for your accounting or backup records!