Review an Order's Transaction History

Last updated: October 07 2024

Written and researched by experts at Avada Learn more about our methodology

Shopify store owners frequently need to access detailed transaction histories to manage customer disputes, refunds, and accounting tasks effectively. This essential function helps ensure transparency and aids in business financial tracking.

This article provides a step-by-step guide on how to review an order’s transaction history on Shopify. Scroll down!

How To Review An Order’s Transaction History

Reviewing an order’s transaction history is vital for managing customer service, processing returns, or auditing sales. Here’s how you can access detailed transaction information on Shopify:

Step 1: Visit Orders

Log into your Shopify admin dashboard.
Click on the ‘Orders’ section (on the left sidebar) to open the Orders Management page.

Step 2: Select the order to review

Click on the specific order number you wish to review from your list of orders.

Use the ‘Search and filter (F)’ bar (Optional):

Use the search bar to enter the order number or customer name to find the order quickly.
Apply filters to narrow down the order list by criteria such as order status or date.

Step 3: Review an order’s transaction history

Scroll to the ‘Timeline’ section on the order details page.

Here, you will find all related transaction activities, including payments, refunds, and other events.

Click on any transaction within the timeline to view more details about that specific event.

This guide empowers you to efficiently track and manage your Shopify order transactions!

Bonus: How To Review An Order’s Transaction History On A Mobile

Navigating your Shopify store’s orders on a mobile device allows you to manage your business on the go. Here’s how you can quickly access and review an order’s transaction history using the Shopify mobile app:

Step 1: Open the Shopify App

Open the Shopify app on your mobile device.
Log into your Shopify admin dashboard.

Step 2: Go to the Orders Section

Tap the shopping bag icon to access the Orders section.

Step 3: Select an Order

Scroll through your order list or use the search bar at the top.
Tap on the order number/customer name of the order you want to review.

Step 4: Access Transaction Details

Within the order’s details, scroll to the ‘Timeline’ section.
Tap on any transaction to expand it and view detailed information about that specific transaction.

With these simple steps, you can effectively monitor and manage your Shopify orders directly from your mobile device, ensuring that you stay updated and responsive no matter where you are.

FAQs

Yes, Shopify allows you to export the transaction history of an order. You can download it as a CSV file from the Orders section, which can then be used for accounting or record-keeping purposes.

In Shopify, you can configure notifications for various transaction events via Settings > Notifications. Options include alerts for completed payments or refunds through email, SMS, or desktop notifications.

The transaction history for disputed charges includes the reason for the dispute, its current status, any customer interactions, and the final resolution. This detailed record aids in managing chargebacks and disputes effectively.

Yes, Shopify supports integration with various third-party analytics tools to enhance transaction data analysis. Tools like Google Analytics or Shopify's Advanced Analytics can be connected to provide deeper insights into sales patterns and customer behavior.

Yes, analyzing transaction history data is useful for forecasting sales trends. Insights into past sales, customer purchasing behaviors, and seasonal patterns can guide inventory management and strategic planning, helping predict future demands and sales peaks.

To sum up

In summary, reviewing an order’s transaction history on Shopify is straightforward, whether it is on a desktop or mobile device. By following the outlined steps, store owners can efficiently manage transactions, resolve discrepancies, and enhance their operational oversight. This capability is essential for maintaining accurate records and ensuring customer satisfaction.

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Sam

Sam Nguyen is the CEO and founder of Avada Commerce, an e-commerce solution provider headquartered in Singapore. He is an expert on the Shopify e-commerce platform for online stores and retail point-of-sale systems. Sam loves talking about e-commerce and he aims to help over a million online businesses grow and thrive.