How to View One-Time Payments in the Sales Hub

In KeaBuilder, you can easily track all your one-time payments directly from the Sales Hub. This feature allows you to view payment details for orders that were made as single transactions instead of recurring payments.

Follow this step-by-step guide to access and review your one-time payments.

Step 1: Access the Sales Hub

  • Log in to your KeaBuilder account and navigate to your Dashboard.
  • From the left-side navigation menu, click on Sales Hub to manage your products, transactions, and payments.
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Step 2: Open the Orders Section

  • Inside the Sales Hub, click on Orders from the top horizontal menu.
  • This will redirect you to the Orders Dashboard, where you can view a list of all the transactions linked to your account.
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Step 3: Locate the One-Time Payments Option

  • On the Orders Dashboard, look just below the horizontal menu.
  • Towards the extreme right, you will see the “One-Time Payments” option.
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Step 4: View One-Time Payment Details

  • Click on the One-Time Payments option.
  • The dashboard will filter and display only the transactions made as one-time payments.
  • For each one-time payment, you can review details such as:
    • Customer Name
    • Product Purchased
    • Payment Method
    • Transaction Amount
    • Payment Date
    • Order Status
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Step 5: Use the Data for Easy Tracking

  • Once filtered, you can quickly analyze your one-time transactions for better financial tracking.
  • These details are especially helpful for revenue reports, customer insights, and payment reconciliations.

Summary

The One-Time Payments feature in the Sales Hub helps you:

  • Filter and view transactions that are paid only once.
  • Access complete payment details without browsing through all orders.
  • Manage and track your sales insights more efficiently.

With this, keeping an eye on your one-time earnings becomes faster, simpler, and well-organized.