Transactions

Transactions can be viewed in 2 locations within Chargify.

  • Subscription –> Transactions
    • Useful for tracking the financial history of a given subscription
    • Allows you to see charges, adjustments, coupons for a given subscription
    • Use the transactions to trace this history of the transactions of the subscription
  • Transactions tab
    • View all transactions for a site via the
    • Useful for searching for transaction by date / type
    • Narrown down transactions even further by exporting a CSV of the transactions

Subscription Transactions

Summary of a subscriber's transactions

For more information on how to read transactions within a Chargify subscription, please view our transaction documentation here. This section will give you a brief overview on how to navigate transactional data on a subscriber-by-subscriber basis.

Deleting Transactions

Chargify does not allow you to delete the following types of transactions from Subscriptions:

  • Charges
  • Refunds
  • Adjustments
  • Prorational credits

In these situations, we recommend adjusting the balance of the subscription to reflect the correct total.

Deleting Payments

You can delete an external payment if the payment is within the current billing period. If a payment is eligible for deletion, you can select “Actions”, next to an external payment.

  • If the option to delete the payment, proceed with deletion.
  • If the option to delete does not exist, record an external refund to reduce the amount of revenue of the subscription.
Select the option to delete an external transaction
Confirmation that this action cannot be undone
Only external payments can be deleted, under certain circumstances. If you would like to delete a credit card transaction, please issue a refund. Issue a refund via the Chargify application. If necessary, issue a refund through your gateway and record an external refund.

Transactions Tab

Options to export and filter transactions

For more information on how to read transactions within the transactions tab, please view our transaction documentation here. This section will give you an in-depth guide to how transactions are catagorized.

Additionally, we encourage you learn more about how to read our guide on “Viewing Transactions”. This guide covers how to view raw responses and raw requests from the gateway to understand more about how transactions work, under the hood.