Transactions and Refunds: How to View Orders and Process Refunds

The Transactions section provides a complete financial ledger for your B2B Dashboard. You can view order details, track billing, and process refunds.

Accessing Transactions

Navigate to Admin > Transactions in the sidebar. The Transactions page displays a table with the following columns:

• Order ID — Unique identifier for each order
• Date — When the order was placed
• Customer — The person who placed the order
• Billed To — The entity billed, either a Team or Organization
• Items — Summary of items purchased
• Status — Order status displayed as a colored badge:
  • Completed (green) — Payment successful, access granted
  • Pending (yellow) — Awaiting payment processing
  • Refunded (blue) — Fully refunded
  • Partially Refunded (purple) — Partial refund issued
  • Cancelled (red) — Order cancelled
  • Failed (red) — Payment failed
• Total — Total amount charged
• Actions — View details or process refund

Viewing Order Details

Click the View Details button in the Actions column to open the order details drawer. The drawer shows:

• Full order information including customer details
• Itemized list of what was purchased
• Billing address and method
• Transaction timeline
• Status history

Processing Refunds

Full Refund

1. Locate the order in the Transactions table
2. Click the Actions button and select Refund Order
3. In the Refund Order modal, select Full Refund
4. Add an optional description explaining the reason
5. Confirm the refund

The order status updates to Refunded and any associated seat allocations are reversed.

Partial Refund

1. Locate the order in the Transactions table
2. Click the Actions button and select Refund Order
3. In the Refund Order modal, select Partial Refund
4. Enter the Amount to refund (must be less than the total)
5. Add a description explaining the reason for the partial refund
6. Confirm the refund

The order status updates to Partially Refunded and the remaining balance is noted.

Refund Notes

• Refunds are recorded in the transaction log with timestamps
• Each refund includes the administrator who processed it
• A description is recommended for audit purposes
• Partial refunds track the refunded amount separately from the remaining balance