How is the Transactions page different from the Subscriptions page?

Transactions is event-centric: it lists every payment and invoice, including individual subscription renewals, mirroring Stripe's Transactions view. The Subscriptions page is people-centric and shows your recurring customers and their plans. A subscription renewal appears as a row on Transactions; the ongoing customer relationship lives on Subscriptions.

What does the 'Past due' badge mean?

It marks an open invoice whose due date has passed. The underlying status is still open (the invoice is unpaid), exactly as Stripe shows it. Past-due invoices are automatically voided on the due date by the overdue sweep.

Who can void or resend an invoice?

Only account owners and admins can void an invoice or resend the invoice email. Other team members can view transactions but not take these actions.

Transactions Ledger

See and manage all of your board revenue in one place: card job posts, invoices, and subscription renewals, with status, filters, and per-row actions.

By Abi Tyas Tunggal and Jack Walsh

The Transactions page is a single view of all the money your board takes in: card job posts, invoice orders, and subscription renewals. It is modeled on Stripe's Transactions page and is separate from the Subscriptions page, which is your people-centric view of recurring customers.

Open the Transactions page

In the board sidebar, click Transactions. The item appears once your board has its first transaction, so a brand-new board is not shown an empty page.

What each row shows

Every row shows the amount and status, payment method, description, customer, and date. Statuses mirror Stripe's invoice vocabulary:

Paid: the payment or invoice has been collected.
Open: an invoice has been issued and is awaiting payment.
Past due: an open invoice whose due date has passed.
Uncollectible: an invoice written off as unpaid.
Void: an invoice that was cancelled.

Filter and search

Use the Status and Type filters to narrow the list (for example, only open invoices, or only card posts), and the search box to find a transaction by customer or description.

Row actions

Open the actions menu on a row to:

View invoice: open the hosted Stripe invoice page (invoice rows).
View receipt: open the Stripe charge receipt (card rows).
Resend invoice email: send the invoice email again (open invoices).
Void invoice: cancel an open or past-due invoice.

Voiding an invoice cancels it on Stripe and, for a publish-on-issue order, unpublishes the live job, or for a publish-on-payment order, drops the held draft. Resend and void are available to account owners and admins only.

Overdue invoices

Unpaid invoices are swept automatically on their due date. See Invoice billing for how publish timing affects what happens to the job when an invoice is voided.