Contents
- 👨💻 Login to your learning platform as an administrator with your admin credentials.
- 1. From your Dashboard, navigate to 'Payments'.
- 2. Here you can see all details regarding the transactions happened on your platform.You have color-coded status column to see where payment stand at a glance.
- 3. By clicking on the pencil icon, you can update the status of any transaction (Except for "Failed" and "Refund" transactions)
- 4. Update the Payment status.
- 5. If you scroll the bar right, you will be able to see multiple columns labelled - Transaction Value, Currency, Total Tax Collected, Business Name, Tax ID Gateway, Purchase Date, Product Ids, Coupon Used, Billing Address, View Order Details.
- 6. If you would want to get the "order details", you can click here.
- 7. You can also filter the view based on "Payment Status".
- 8. Select the required Payment filter.
- 9. Payment table will be displayed based on added filter.
- 10. By clicking on "Download CSV", you can get an excel copy of all the transactions information!
Effortless Payment Management: A Guide for Admins
Written by Shofiya SM
Updated at October 17th, 2025
Contents
- 👨💻 Login to your learning platform as an administrator with your admin credentials.
- 1. From your Dashboard, navigate to 'Payments'.
- 2. Here you can see all details regarding the transactions happened on your platform.You have color-coded status column to see where payment stand at a glance.
- 3. By clicking on the pencil icon, you can update the status of any transaction (Except for "Failed" and "Refund" transactions)
- 4. Update the Payment status.
- 5. If you scroll the bar right, you will be able to see multiple columns labelled - Transaction Value, Currency, Total Tax Collected, Business Name, Tax ID Gateway, Purchase Date, Product Ids, Coupon Used, Billing Address, View Order Details.
- 6. If you would want to get the "order details", you can click here.
- 7. You can also filter the view based on "Payment Status".
- 8. Select the required Payment filter.
- 9. Payment table will be displayed based on added filter.
- 10. By clicking on "Download CSV", you can get an excel copy of all the transactions information!
This guide offers a clear process for admins to access and manage payment statuses on their learning platform. It covers viewing transaction details, updating statuses, and downloading a CSV file for detailed analysis. By following these steps, admins can efficiently track and manage financial transactions, ensuring accurate records and reporting.
👨💻 Login to your learning platform as an administrator with your admin credentials.
1. From your Dashboard, navigate to 'Payments'.
2. Here you can see all details regarding the transactions happened on your platform.You have color-coded status column to see where payment stand at a glance.
3. By clicking on the pencil icon, you can update the status of any transaction (Except for "Failed" and "Refund" transactions)
4. Update the Payment status.
5. If you scroll the bar right, you will be able to see multiple columns labelled - Transaction Value, Currency, Total Tax Collected, Business Name, Tax ID Gateway, Purchase Date, Product Ids, Coupon Used, Billing Address, View Order Details.
6. If you would want to get the "order details", you can click here.
7. You can also filter the view based on "Payment Status".
8. Select the required Payment filter.
9. Payment table will be displayed based on added filter.
10. By clicking on "Download CSV", you can get an excel copy of all the transactions information!
