How to View All Transactions in the Sales Hub

Managing your transactions effectively is crucial for keeping track of your business’s financial activities. The Sales Hub in KeaBuilder provides a comprehensive Orders Dashboard where you can view, filter, and manage all your transactions in one place — whether they are one-time payments, recurring subscriptions, or receipts.

Follow the step-by-step guide below to learn how to access and view all your transactions seamlessly.

Step 1: Access the Sales Hub

  • Log in to your KeaBuilder account and navigate to the Dashboard.
  • From the left-side navigation menu, click on Sales Hub to open your sales-related tools.
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Step 2: Open the Orders Section

  • Inside the Sales Hub, click on Orders from the top horizontal menu.
  • You will now be redirected to the Orders Dashboard, where all your order-related data is managed.
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Step 3: View the List of All Orders

  • On the Orders Dashboard, you’ll find a list of all the orders you’ve processed to date.
  • Each order entry displays important details, such as:
    • Customer Name
    • Source
    • Items
    • Transaction Amount
    • Order Date
    • Status
    • Action
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Step 4: Use the Transaction Filters

  • Just below the horizontal menu, you’ll see options to filter your orders based on different transaction types:
    • All Transactions
    • One-Time Payments
    • Recurring Payments
    • Receipts

Simply click on any of these options to customize your view.

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Step 5: Understand the Transaction Categories

  • All Transactions
    • Displays a complete list of every transaction, including both one-time and recurring payments.
    • Ideal when you want an overview of all financial activities.
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  • 2. One-Time Transactions
    • Shows only the single-payment transactions you’ve received.
    • Useful for tracking one-off purchases or standalone payments.
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  • 3. Recurring Payments
    • Displays all your recurring subscription payments that have been successfully processed.
    • Helps you monitor ongoing memberships, subscriptions, or installment plans.
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  • 4. Receipts
    • Offers a detailed breakdown of every receipt generated for your transactions, including:
      • Customer Name
      • Invoice ID
      • Transaction ID
      • Receipt Date
    • This section is especially useful for bookkeeping, accounting, and record-keeping purposes.
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Step 6: Review and Manage Transaction Details

  • Once you select any of the filters, the dashboard instantly updates the transaction list accordingly.
  • You can click on specific transactions to view more detailed insights or download receipts for your records.
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Summary

The Orders Dashboard in Sales Hub gives you complete control over your financial records by allowing you to:

  • View all transactions in one place.
  • Filter payments by one-time, recurring, or receipt-based views.
  • Access detailed customer and transaction information for better tracking and reporting.

With this feature, monitoring your revenue and managing transactions becomes simple, organized, and efficient.