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The Orders and Customers areas of your dashboard are your day-to-day control center for support, reconciliation, and growth. Pocketsflow records a transaction for every successful payment — whether it’s a one-time product purchase or a subscription charge — so nothing slips through the cracks.

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One-time orders vs subscriptions

Pocketsflow tracks two kinds of paid transactions, and it’s worth understanding the difference because they surface in different places:

One-time orders

A buyer pays once for a product (course, download, bundle, upsell). It produces a single order and, if configured, may include an upsell.

Subscriptions

A buyer starts a recurring plan. This creates a subscriber record plus a payment every billing cycle — the first (initial) charge and one for each renewal after it.
Both are recorded as transactions, but a subscription’s transactions are labeled as recurring (each carries a billing reason of initial or renewal) and point at the subscription plan instead of a one-time product.

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The Orders page and its two tabs

The Orders page is split into two tabs so recurring revenue never gets mixed in with one-off sales:

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1. Orders tab (one-time)

Lists your one-time product transactions only — subscription charges are deliberately kept out of this list (they have their own ledger). For each order you’ll typically see:
  • Order reference and date.
  • Buyer (email / name).
  • Product purchased, plus any upsell attached to the order.
  • Gross amount and currency.
  • Net amount (after tax, fees, and any affiliate cut).
  • Tax collected and the buyer’s country.
  • Status — completed, refunded, or disputed.
The list is paginated (20 per page by default) and sorted newest-first. Use it to confirm a payment went through, issue refunds, and see which products sell best over a chosen period.

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2. Subscriptions tab

Lists your subscribers — one row per active or historical membership rather than one row per payment. For each subscriber you’ll see the plan, the buyer, the current status, and the billing details. This is the roster of who is subscribed; the individual recurring charges live in the subscription’s payment history (below) and in the subscription-transactions ledger.
There is also a subscription-transactions ledger — the per-payment view of every subscription charge (initial + renewals) across all subscribers, mirroring the one-time Orders tab. Use the subscriber roster to answer “who is subscribed?” and the transactions ledger to answer “which charges happened?”.

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Subscription status

Every subscriber carries a live status, kept in sync by the payment provider’s webhooks. The ones you’ll see most often:
When a renewal charge fails, the provider fires a payment-failed event and the subscriber flips to past_due. Billing keeps retrying; if it recovers, the status returns to active, otherwise it ends up canceled.
Either you cancel it, the buyer cancels from their billing portal, or the membership is deactivated (e.g. after exhausted retries). A cancel-at-period- end request keeps the member active until the end of the paid period.
Only active and trialing subscribers count toward active-subscription and MRR figures in Analytics.

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Opening a subscription

Click into a subscriber to open its detail. This is where you see the customer plus the full payment history of that one membership:
1

Subscriber & plan

The buyer (email, name, country), the subscription plan they’re on, the price and billing frequency, and the current status.
2

Payment history — initial + renewals

Every successful charge recorded for this membership, newest-first: the initial payment that activated it and each renewal after it. Each row is a real transaction you can open. (Charges are matched to the subscriber both by its stored id and by its plan id, so the very first payment is included even though it can arrive moments before the subscriber record is finalized.)
3

Actions

From here you can cancel the subscription or refund it (which refunds the paid invoices and cancels the membership).
This view answers the most common subscription support questions at a glance — “when did they start?”, “did the last renewal go through?”, “how much have they paid in total?”.

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A single payment’s detail

Opening any transaction — a one-time order or a subscription payment — shows its full detail.

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Quick-copy IDs

At the top of every order or subscription detail page, you’ll find quick-copy chips for the relevant IDs:
  • Order ID / Subscription ID — the unique identifier for the transaction or subscriber record.
  • Product ID / Customer ID — click to copy the ID for API calls or support lookups.
  • Portal link (subscriptions) — copy the subscriber’s billing-portal URL to share with them directly.
Click any chip to copy its value to your clipboard instantly.

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Payment breakdown

The payment breakdown shows the complete money flow:
  • Customer paid — the total amount charged to the buyer.
  • Sales tax — collected from the buyer and remitted to tax authorities (not part of your earnings).
  • Payment infrastructure fee — charged by banks and card networks to move the money, screen for fraud and chargebacks, provide dispute prevention, and pay out your balance. Pocketsflow doesn’t take any of this.
  • Pocketsflow fee — our flat 2% platform fee. No monthly fees, no setup costs, no hidden charges.
  • You receive — your net payout after all fees, added to your balance.

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Other details

  • Buyer / customer — email and linked customer record.
  • What was purchased — the product (for one-time orders) or the subscription plan (for subscription payments); one-time orders also show any upsell and its metadata.
  • Billing reason — for subscription payments, whether this was the initial charge or a renewal.
  • Status flags — refunded / disputed.
  • Review — if the buyer left one linked to this sale.
From an individual order you can also resend the receipt to the buyer.

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Customers

The Customers view aggregates activity at the buyer level. A customer record is created (or reused) the first time someone buys from you, keyed by their email, so repeat buyers stay as a single customer. Typical fields:
  • Name and email.
  • Country.
  • First and most recent purchase.
  • Total spend, products owned, and any active subscriptions.
Use it to identify your best customers, see what a specific buyer owns before answering a ticket, and target upgrade or win-back offers.

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Searching, filtering & exporting

Both Orders and Customers support:
  • Search by email, name, or ID.
  • Filters by date range and product (subscriptions can filter by plan).
  • Pagination for large accounts.
For accounting or external analysis, export to CSV — a full export or only records since your last export. Orders and subscriptions each have their own export, including amount, country, status, plan/frequency, and payment references.