The All Transactions tool on Exly allows you to view all the transactions and the data collected with these transactions in one place. It helps you keep track of transaction statuses (failed/successful/pending), view invoices, discount amounts, and more.


How to use the All Transactions tool on Exly?


Here’s an easy-to-follow guide to using the All Transactions tool on Exly.

Step 1: On the Creator tool page, scroll down the menu on the left side of the screen, and click on Transactions.


Step 2: A new screen will load on the right side of the page wherein there are two tabs - All Transactions and Manage Subscriptions. Under the All Transactions section, you will see all transactions made by the end-users with their details.

All the transactions are listed by 
Customer Name, Contact Details, Assigned to, Offering Name, Offering Type, Price Per Spot, Transaction Amount, and Payment Status.

  • You can reach out to any customer via Whatsapp. Click on the WhatsApp icon next to their contact details to take the required action. 


  • In case you don’t have any recorded transactions, you can directly add a new session/offering by clicking on the Add a Session button, and start transacting!

Step 3: Click on the Export button to download this data in an Excel sheet format.