Transaction flow and Baskets

Transactions are used to hold all products 'purchased' by a user, even free ones. Transactions can be in various states but can always be viewed and searched via the Transactions section.

It is useful to understand the transaction flow when working with products, baskets and transactions.

Baskets are used to hold product items before they are committed to a transaction.

  • If an item is added to the basket but not saved, any information will be lost if the session is abandoned or e.g. the browser is closed
  • If some data has been added to the forms in the basket and the product in the basket has the "Save for later" button clicked - it will be moved to saved items and be available even if the session is abandoned by the user.

Transactions are created as soon as all required information for the products has been completed the the "Process..." button has been clicked

  • Transactions remain Incomplete until all 3 transaction stages are completed and a payment type is finalised (free transaction might not have any payment stage)
    • Stage 1 - Personal Details, info about the person to which the transaction pertains
    • Stage 2 - Invoice Details, for non-free transactions, details for the invoice
    • Stage 3 - Summary / Payment, this may be invoicing or credit card or simple click-to-confirm for free transactions
  • If the final stage is successful, the Transaction will be either:
    • Completed - for successful credit card or free transactions
    • Invoiced - if this is an option and has been selected
  • If the user selects Credit Card there are several possible outcomes
    • Completed - as above, the transaction is completed and confirmed via the payment provider
    • Processing - if the payment stage is abandoned or there is no final confirmation from the payment provider
    • PaymentFailed - the card has been declined by the payment provider

Transaction Statuses

Transactions can have various statuses over their lifetime based on modifications which may occur to the values. Invoices and Credit cards are treated slightly differently so that they can be easily identified in reporting. The actions which result in these statuses can be found in the " Transactions: modifications and paperwork" help article

  • Credit Card payments
    • Completed
    • CCModifiedUp
    • CCPartialRefundPending
    • CCPartialylRefunded
    • CCRefundPending
    • CCRefunded
    • CCPartiallyRefunded
  • Invoices
    • Invoiced
    • Paid
    • PartiallyPaid
    • RefundPending
    • ModifiedNeutral
    • ModifiedDown
    • ModifiedUp
    • PartiallyRefunded
    • Refunded
    • Cancelled

The Revenue Summary

This displays all transactions which "contribute to revenue" - transactions with statuses except Cancelled, Refunded, Processing or Incomplete all contribute to the summary.

Baskets and Incomplete transactions  do not contribute to the revenue summary.

Revenue Transactions

Transactions included in the revenue summary can be viewed via the REVENUE > Transactions > List > Revenue page

Incomplete Transactions

These can be filtered from the "All" transactions view

Baskets can be listed

It is possible to identify what items users currently have in their baskets or saved items via the:

REVENUE > Transactions > Baskets page

This Baskets view will list the product names and whether they are "Saved" or "InBasket".

Additionally, if the user has previously created any transactions, these will be listed for each user. 

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