WP Payment Pal Documentation
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Understanding Transaction Details

View complete information about individual payments including customer data, form responses, and PayPal details. This guide covers the transaction detail view.

Reading time: 4 minutes | Difficulty: Beginner

Overview

View complete information about individual payments including customer data, form responses, and PayPal details. This guide covers the transaction detail view.

Prerequisites

  • At least one transaction processed
  • Access to transaction list

Accessing Transaction Details

  1. Go to WP Payment Pal > Transactions
  2. Click on any transaction row
  3. View the detail page
Transaction detail page

Detail View Sections

Header Information

At the top you’ll see:

  • Transaction ID
  • Status badge
  • Quick action buttons

Customer Information

Field Description
Name Customer’s full name
Email Customer’s email address
PayPal Payer ID PayPal account identifier

Payment Information

Field Description
Amount Payment total
Currency Payment currency
Status Current transaction status
Date Payment timestamp
PayPal Transaction ID PayPal reference number
PayPal Capture ID Capture reference (for refunds)

Form Information

Field Description
Form Which payment form was used
Form ID Internal form identifier
Payment Mode Sandbox or Live

Form Field Values

All submitted form data:

  • Customer name
  • Email address
  • Phone number
  • Custom fields
  • Any other collected data
Form field values section

Order Details

For multi-select or quantity orders:

  • Line items selected
  • Quantities purchased
  • Individual item prices
  • Subtotals

Coupon Information

If a coupon was used:

  • Coupon code
  • Discount amount
  • Discount type (percentage/fixed)

Subscription Information

For subscription payments:

  • Subscription ID
  • Billing cycle
  • Next billing date
  • Subscription status

Transaction Statuses Explained

Completed

✓ Payment successful
✓ Funds captured
✓ Can be refunded

Most payments have this status.

Pending

⏳ Awaiting completion
⏳ May be processing
⏳ Check PayPal for details

Usually resolves to Completed or Denied.

Refunded

↩ Full refund issued
↩ No refundable balance
↩ Original amount shown

Transaction was fully refunded.

Partially Refunded

↩ Partial refund issued
↩ Remaining balance refundable
↩ Shows refund history

Some amount was refunded, remainder available.

Denied

✗ Payment rejected
✗ No funds captured
✗ Cannot be refunded

Payment was declined by PayPal.

Action Buttons

Refund Button

Available for:

  • Completed transactions
  • Partially refunded (remaining balance)

See Processing Full Refunds.

View in PayPal

Link to view the transaction in your PayPal dashboard for additional details.

Understanding PayPal IDs

Transaction ID

  • PayPal’s unique payment identifier
  • Format: XXXXXXXXXXXXXX
  • Used for PayPal support inquiries

Capture ID

  • Reference for captured funds
  • Required for processing refunds
  • Different from transaction ID

Payer ID

  • Customer’s PayPal account ID
  • Identifies the paying account
  • Not the customer’s email

Refund History

If refunds were issued, you’ll see:

  • Refund date
  • Refund amount
  • Refund ID
  • Note to payer (if provided)

Timeline View

Some views show a timeline:

  1. Payment initiated
  2. Payment completed
  3. Refund issued (if applicable)

Common Use Cases

Customer Inquiry

When a customer asks about their payment:

  1. Search by email
  2. View transaction details
  3. Confirm amount and date
  4. Provide transaction ID

Refund Request

When processing a refund:

  1. View transaction details
  2. Verify original amount
  3. Check refund eligibility
  4. Process refund

Debugging Issues

When troubleshooting:

  1. Check all field values
  2. Verify PayPal IDs
  3. Review status history
  4. Check for errors

Printing/Saving Details

To keep a record:

  • Use browser print function
  • Screenshot the page
  • Note key IDs for reference

Linking to PayPal

The transaction can be found in PayPal:

  1. Copy the PayPal Transaction ID
  2. Go to PayPal Activity
  3. Search by ID
  4. View PayPal’s record

Privacy Considerations

Transaction details contain personal information:

  • Limit access to authorized users
  • Don’t share screenshots publicly
  • Follow data protection regulations

Troubleshooting

Missing information

  • Check if webhook delivered all data
  • Verify form fields were submitted
  • Look in PayPal for additional info

Status seems wrong

  • Allow time for webhook processing
  • Check PayPal for current status
  • Contact support if persistent

Can’t find transaction

  • Check date range
  • Verify payment mode (Sandbox/Live)
  • Search by different criteria

What’s Next?