Tracking transactions

How can I track transactions on my program?

You've set up your payment stage, your program is online and you're receiving your first deposits and payments. Congratulations!

Now, how do you keep track of your program's transactions?

This feature is only available on PRO and CUSTOM plans.

The “Validated transactions” tab shows all validated transactions (credit card and proof of payment). Total transactions also include validated external transactions (proof of payment).

This is where you can find all the transactions carried out on your program.

In particular, you can see :

In the “Transactions to be validated” tab, you'll find a list of transactions requiring validation or refusal.

To validate or decline a transaction, select it by clicking on it. You will then have access to the transaction details, with two buttons: “Validate payment” and “Archive payment” at the bottom of the page.

Once the transaction has been validated, click on the “Validate payment” button.

You will be presented with the following message: “By validating the payment, you confirm that you have received a transfer equivalent to the amount due at this stage. You will no longer be able to cancel this action." Then click on the “Validate” button.

Once the payment has been validated, you'll see this interface with the green notification “Payment successfully validated” and the transaction no longer appearing in the “Transactions to be validated” tab.

You'll be taken to this interface with the following message: “If you click on ‘Archive payment’, the payment will not be posted and will appear in the ‘Archived payment attempts’ tab." You'll then need to click on the ‘Archive’ button.

Once the payment has been archived, you'll see this interface with the green “Payment successfully archived” notification and the transaction no longer appearing in the “Transactions to be validated” tab, but in the “Archived payment attempts” tab.

The rejected transaction therefore appears in the “Archived payment attempts” tab.

It is important to inform the applicant when their proof of payment is archived.

You can :

In the “Transactions” menu, you can also export the transaction list (Excel) by clicking on the “Export” button.

Have a look at our articles on the subject:

Popular Articles
Privacy Policy
RGPD AND PRIVACY NOTICE WIIN At WIIN, protecting and respecting your privacy is a primary concern. The purpose of this document is to inform you about our practices regarding the treatment of information that you may provide to us when using our ...
1. A portal in your image - introduction 📍
Customize your portal in a few minutes ? We will see through several videos how to easily configure and customize your portal. Configure your platform Name of your platform Your logo The color code of your platform The text of your homepage Define ...
5. Improve your portal 🚀
Advanced settings By default, the call to action button redirects to all active programs on the platform. You can customize this redirection and the presentation of your programs. "Home" menu From the "Settings" menu, it is in this "Home" menu that ...
Invite a member to your team
How do I invite a member to a team application? You have the possibility to invite members to apply as a team. Invite a member to the team To add a member, click on the "Invite a team member" button. Then enter the email address of the contact, you ...
Frequently Asked Questions
Frequently Asked Questions What is WIIN.io ? WIIN.io is designed for everyone—from small startups to large organizations designed to assist startup incubators, foundation, innovation award programs and Non-profit organizations in efficiently managing ...

Recent Articles
Create customized views on the evaluation session dashboard
How do I create customized dashboard views for an evaluation session ? In your evaluation session, as in the “Repositories” menu, you can create customized views on the dashboard. To do so, please follow the steps below : In the “Evaluations” menu, ...
Validate / Reject proof of payment
How do I validate / reject a proof of payment ? As a program manager, you can validate or reject a candidate's proof of payment. This action can be performed in the “Deposits” menu or in the “Transactions” sub-menu of the “Payment” menu. In the ...
Resend an account confirmation email to a candidate
How do I send an account confirmation email to a candidate? When a candidate's account is created on the platform, he or she receives an email with a confirmation link enabling him or her to finalize the creation of his or her account. This link is ...
Transfer owner role
How to transfer the owner role ? On the platform, the owner can transfer his role to another person. To do so, please follow the steps below: The role transfer can only be performed by the owner account. Click on the “Accounts” menu and select “Team ...
What is a deposit ?
What is a deposit ? A deposit on the platform is an application file submitted by a user with a public account on the wiin platform. This file can include documents, information and data relating to the application, and is generally submitted as part ...