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Use the Transactions Tab to View and Manage Your Transactions

View your transaction history, filter by status, type, page, or date, and open a specific transaction's details, including gateway details, linked orders, and notes

Written by Maddy

The Transactions tab lets you see a history of the recent transactions processed on your pages without pulling an export. You can view transactions across all your pages, narrow the list to a specific page, or filter by status or type, giving you a lot of flexibility in how you review your data. This article covers how to use the Transactions tab and how to view the details of a specific transaction.

Pro Tip: The Transactions tab is best for reviewing recent activity at a glance. If you need a complete history of your transactions, we recommend running the Transactions report or the Order Ledger report instead.

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Getting Started

  • Hover over the Reports tab in your account

  • Select Transactions from the dropdown

View All Transactions

Once you open the tab, you'll see a list of all of the recent transactions processed on your pages. From here, you can search and filter the list to find what you need.

Pro Tip: Use filters to quickly narrow down your transactions by transaction status, transaction type, page, or date range. You can apply multiple filters at the same time if desired.

Note: Use the search bar to find a specific transaction. You can search by the billing name, billing email, transaction ID, and order reference.

Each transaction in the list shows:

  • Name: Shows the billing name associated with the transaction

  • Address: Appears directly under the billing name and shows the billing address associated with the transaction. For US addresses, you'll see the city and state. For international addresses, you'll see the city, state/region/province (if applicable), and country abbreviation

  • Amount: Shows the transaction amount

  • Payment Method: Shows the payment method used for the transaction

  • Page: Shows the page where the transaction originated

  • Status: Shows the transaction status. Click here to learn more about the transaction statuses available in TicketSpice

  • Date: Shows the date and time the transaction took place

  • Eye icon: Opens the transaction so you can view more details

Pro Tip: Transaction amounts shown in parentheses indicate that a refund was issued.

Note: A recurring icon appears next to the amount when a transaction is part of a recurring payment, such as a payment plan.

View a Specific Transaction

To view the full details of a single transaction, locate it in your list and click the eye icon to open it. Once you view a specific transaction, you can view various details about it.

Overview

From the Overview section, you can view basic details about the transaction. This includes the billing name, the transaction date and time, the transaction amount, and the page associated with the transaction.

Pro Tip: If you hover over the name, you can see the email and phone number associated with the contact. You can also click View Contact to view this person's contact profile. The contact profile includes all transactions, orders, registrations, and donations this contact has purchased.

Details

The Details section gives you a more complete view of the transaction and how it was processed. This section includes:

  • Payment type: Shows whether the payment was processed online or offline

  • Payment method: Shows how the customer paid. For card payments, this includes the card type, last four digits, expiration date, and cardholder name

  • Transaction source: Identifies where the transaction originated

  • Order number: Shows the order number associated with the transaction

  • Billing address: Shows the billing address provided for the transaction

  • Tax-deductible value (if applicable): Shows the portion of the transaction that is tax deductible when donations or other tax-deductible fields are included

Pro Tip: The Transaction Source tells you where or how a transaction was initiated or processed. You may see any of the following sources:

Transaction Sources

  • Web: The registrant initiated the transaction from your live TicketSpice page

  • Control Panel: An admin manually added a payment from your TicketSpice account

  • Account Portal: The registrant completed the transaction through the Attendee Account Center

  • Recurring: TicketSpice automatically processed an installment for a registrant enrolled in a payment plan

  • Customer Chargeback: The customer initiated a chargeback for the transaction

  • Mobile App: An admin initiated the transaction through the TicketSpice Scanning app

  • Membership: TicketSpice automatically processed a member’s auto-renewal payment

  • Manual Entry: An admin created a new registration using the Manually Enter Ticket Orders feature

  • Mobile Pay Pass: The registrant initiated the transaction on-site using the Mobile Pay Pass feature

Note: Tax-deductible values only apply to nonprofit organizations.

Click Show Gateway Details to view additional information about how an online payment was processed. This section includes:

  • Payment processor reference ID: Shows the payment processor that processed the transaction

  • Payment reference ID (if applicable): Displays the reference ID associated with the payment

  • Gateway message: Shows the gateway message. For declined payments, this displays the error message returned by the payment processor

  • User message (if applicable): Shows a more descriptive explanation of a payment error to help you understand why the transaction was declined

  • IP address: Shows the IP address associated with the person who placed the order

  • Settlement date: Shows when the transaction was settled

  • Risk score: Displays the risk score assigned with the transaction

  • IP risk score: Displays the risk score associated with the IP address where the transaction originated

Linked Order

The Linked Order section displays the order associated with this transaction. For the order, you can see:

  • Name: Shows the billing name entered for the order. If a name is entered in the order section (located below the ticket level and above the billing section), the order section name is displayed instead of the billing name

  • Order Number: Appears directly under the name and shows the order number associated with the order

  • Status: Shows the order status

  • Amount: Shows the total value of the order

  • Eye icon: Opens the order so you can view the order details

Linked Tickets

The Linked Tickets section displays any tickets associated with this transaction. For each ticket, you can see:

  • Name: Shows the name associated with the ticket. If no name is entered at the ticket level, the billing name associated with the order will appear instead

  • Ticket ID: Appears directly under the ticket name and shows the ticket ID associated with the ticket

  • Ticket Level: Shows the ticket level for this ticket

  • Status: Shows the ticket's status

  • Amount: Shows the total value of the ticket

  • Checked In: Shows whether the ticket is checked into your event. If the ticket isn't scanned into your event, this field will be blank. If it is checked in, it will show the date and time of the most recent scan

  • Check In Button: Use this option to check the ticket into your event. If the ticket has already been scanned, click Reset Scans to clear its scan history. The check-in option is not available for tickets that are pre-registered, canceled, transferred, pending, or abandoned

  • Pencil and Eye icons: Opens the ticket so you can edit or view the ticket details

Linked Transactions

The Linked Transactions section displays any other transactions linked to the same order. For each transaction, you can see:

  • Date: Shows the date and time the transaction attempt was initiated

  • Source: Shows how the transaction originated

  • Method: Shows the payment method used for the transaction

  • Status: Shows the transaction status. Click here to learn more about different transaction statuses in TicketSpice

  • Amount: Shows the transaction amount

  • Eye icon: view more details about the transaction

Pro Tip: The Transaction Source tells you where or how a transaction was initiated or processed. You may see any of the following sources:

Transaction Sources

  • Web: The registrant initiated the transaction from your live TicketSpice page

  • Control Panel: An admin manually added a payment from your TicketSpice account

  • Account Portal: The registrant completed the transaction through the Attendee Account Center

  • Recurring: TicketSpice automatically processed an installment for a registrant enrolled in a payment plan

  • Customer Chargeback: The customer initiated a chargeback for the transaction

  • Mobile App: An admin initiated the transaction through the TicketSpice Scanning app

  • Membership: TicketSpice automatically processed a member’s auto-renewal payment

  • Manual Entry: An admin created a new registration using the Manually Enter Ticket Orders feature

  • Mobile Pay Pass: The registrant initiated the transaction on-site using the Mobile Pay Pass feature

Notes

The Notes section displays any notes your admins added to the transaction.

To add a note:

  • In the Notes section, click Add Note

  • Add your note

  • Click Save Note

Pro Tip: Any notes you add to a transaction can be found in the Transactions report, so you can review them alongside the rest of your transaction data.

Additional Actions

From the top of the transaction screen, you can also:

FAQs

Can I see the tickets associated with a transaction?

Yes. To see the tickets associated with a transaction, open the transaction and go to the Linked Tickets section. This section lists each ticket tied to that transaction.

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