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2Checkout Documentation

Locating Sales

The Sales tab landing page will list your 20 most recent sales and provide the date placed, customer name, whether or not the sale is recurring, and the USD total.


List Sales

If you would like to view all of sales on the account, click the List sub-tab to view the List Sales page. Please Note: This query may take longer to run depending on the total number of sales on your account.

The List Sales page will display every sale in your account by order number. The sale information will be displayed in a table listing the sale number, date placed, customer name, recurring, recurring declined status, and USD total. You have the option to sort the sales information by any column by clicking the column name at the top of the table. Each page will list 20 sales by default. The number of sales displayed can be changed to 50 or 100 results per page by using the Results Per Page drop-down menu provided at the top and bottom of the page. You may also change the displayed page by clicking on the page links provided at the top and bottom of the page. Each individual Sale Detail page can be viewed by clicking the sale number link under the Sale # column.


Search Sales

You may locate a particular sale or create a search based on specific criteria by using the Sales Search tool on the right side of the page. This search tool can be used to pull up sale information by entering either a complete sale number (located on the order confirmation), invoice number (located on the order packing slip), entering a complete or partial customer name, customer email address, customer phone number, or product ID. You can also use the search form located under the “Find” sub-tab which adds the ability to search by the first 6 and last 2 numbers of the credit card used.

The results can be narrowed by checking the Declined Recurrings, Active Recurrings or Refunded Only checkboxes and by specifying a date range in the Begin Date and End Date fields using the YYYY-MM-DD format. By default, the search will only return results for the past 30 days so if you are searching for an older sale you must specify or remove the Begin Date. You may locate recurring sales in declined status by checking the Declined Recurrings box. Once you have selected your search criteria click the Find Sales button to view your search results. You can also use the search form located under the “Find” sub-tab which adds the ability to search by the first 6 and last 2 numbers of the credit card used.


Sale Detail

After selecting a sale number, you will be taken to the Sale Detail page. This provides you with all of the sale details including the buyer information and cart details. This page also provides you with access to issue refunds, stop recurring lineitems, mark tangible sales as shipped, print a packing slip and send comments to the buyer.