This guide will walk you through how to view, manage, refund, and export your membership transactions inside Kourses.
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.
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.
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!
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.
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!
