How to view payment data [Video]

All payments processed through SendPulse or third-party tools are automatically logged in your CRM system. This feature allows you to monitor customer payments, access contact and product data, and maintain accurate accounting records.

In this article, we will talk about how to view your payment data and associated statistics.

Go to E-Commerce > Payments.

All payments processed through the CRM system are saved to this tab. For example, these can be manual payments for products and services or payments processed through third-party tools, with their data automatically imported into SendPulse.

Read also: Sources of automatically added deals and contacts: Payments.

You can use filters to view specific contact and payment information.

Filter

To view specific payment data, click Filter, and select your criteria. You can select multiple filtering criteria from the following:

Click Select to apply your filtering criteria.

Contact data

In the Contacts column, you can view customer data.

You can …