Overview

The Transactions Dashboard provides a detailed view of all payments received through Bluevine Invoices and Payment Links, powered by Stripe. Once you've connected your Stripe account—whether by linking an existing one or creating a new account—you’ll gain access to a full transaction history, including sales performance, payout details, and dispute or return statuses.

This guide will walk you through how to use the dashboard, apply filters to view specific data, interpret transaction statuses, and take action when needed, such as responding to a dispute or reviewing a returned payment.

Accessing the Transactions Dashboard

1. Sign in to your Bluevine dashboard

2. Navigate to Sales and then Transactions on the left-hand menu

Note: Payments to invoices received through other methods—such as standard ACH, wire transfer, check, or cash—will not appear in the Transactions Dashboard. These transactions can be found in your Checking tab instead.

Understanding Gross and Net Sales

At the top of your dashboard, you’ll see Gross Sales and Net Sales. Gross Sales show your total earnings, while Net Sales reflect what you keep after fees and any returns are deducted.

• Gross Sales show the total amount you’ve received from completed payments, before any deductions. This includes payments marked as Paid, Dispute Won, or Dispute Inquiry.

• Net Sales reflect your actual earnings after Stripe fees, refunds, and any dispute losses are subtracted this is your take-home amount.

• The figures shown match the time period selected in the Date Filter on the right.

  • You’ll also see a percentage next to each metric that compares your current sales to the previous period, for example, ‘This Week’ compared to last week.

Filtering Transactions by Time and Status

Your dashboard lets you easily filter transaction data to focus on what matters most. By default, it shows all statuses for this month, but you can customize your view.

To filter:

1. Click the filter icon in the top right corner of the Transactions section.

2. Choose your preferred date range and status (e.g., Paid, Refunded, Disputed).

3. Apply the filters to update your view.

This helps you quickly track payments, refunds, and other key activity over time.

Date Filters

You can filter your sales and transaction data by selecting a specific timeframe. Available options include:

• Today
• Yesterday
• This Week
• Last Week
• This Month
• Last Month
• This Year
• Custom Range

Each selection updates the data displayed on your dashboard. You’ll also see a comparison tooltip that shows how your current performance stacks up against the same period before — for example, ‘This Week’ is compared to the same days last week.

Status Filters

You can filter transactions by their current status to focus on specific payment outcomes. Available statuses include:

• Paid
• Declined
• Dispute Lost
• Returned
• And more

Using these filters helps you quickly identify successful payments or isolate transactions that may need attention.

Reading the Transactions Table

Your Transactions table provides a detailed view of each payment. Each row includes:

• Date: When the payment was processed

• Description: 

  • Payment Links: Displays the description of the product or service sold.

  • Invoices: Displays the invoice number.

  • Tap to Pay: Displays the title or description of the product or service sold.

• Customer: 

  • Payment links: Name entered by your customer.

  • Invoices: The name entered in the customer form.

  • Tap to Pay: Not applicable, customer name is not required for this type of transaction. 

• Payment Method: (e.g., Visa ending in 1234, ACH Direct Debit, Tap to Pay, Autopay).

• Status: Current payment status (e.g., Paid, Dispute Lost)

• Amount: Total value of the transaction before fees

Viewing More Details

You can click on any transaction to open a detailed panel showing:

• Receipt sent to (phone or email). Note: field will not display if receipt is not sent. 

• Receipt number (is unique per transactions).

• Terminal ID (for Tap to Pay transactions only).

• Fees applied (excluding dispute fees*).

• Net earnings.

• Microdeposit verification URL: will only show if microdeposit verification is needed, share this URL as needed. 

Note: For full details on dispute fees, refer to the Stripe Dashboard

Transaction Statuses Explained

Your dashboard may show different transaction statuses depending on the stage of the payment. Here’s what each status means:

Payment Statuses:

• Paid – The payment was successful. Funds, minus processing fees, are being transferred to your Stripe balance.
• Pending – Applies to ACH payments that are still clearing. The status will change to "Paid" once funds are received.
• Pending Verification – Applies to ACH payments that need additional verification before being processed. Refer to the Microdeposit verification for ACH payments process for more details.
• Declined – The payment method was unsuccessful. No funds were collected.
• Returned – An ACH payment that initially went through but was later reversed by the bank.

Dispute Statuses:

• Dispute Needs Response – Stripe requires evidence from you. If no action is taken, the case may be lost by default. A $15 dispute fee applies.
• Dispute in Review – Your submitted evidence is being reviewed by Stripe. A $15 counter-dispute fee applies (refunded if you win).
• Dispute Won – You successfully defended the dispute. Funds are returned, and the counter-dispute fee is refunded. The original $15 dispute fee still applies.
• Dispute Lost – You did not win the dispute. The $15 dispute fee and the $15 counter-dispute remain, unless marked as a late win (a dispute turned from a loss to a win after being closed).

Dispute Inquiry Statuses:

• Dispute Inquiry – Needs Response – Stripe has flagged the transaction as a potential dispute. You can either issue a refund or submit evidence to defend the transaction.
• Dispute Inquiry – Under Review – Your evidence has been submitted and is under review by Stripe.
• Dispute Inquiry – Won – Stripe has completed the review in your favor. If not, the case may escalate to a formal dispute.

Note: To take action on any dispute or inquiry, log in to your Stripe Dashboard using the credentials you created when connecting Stripe to Bluevine. From there, you can view details, submit evidence, or issue a refund.

Exporting Your Transactions

You can easily export your transaction history from your Bluevine dashboard. Here's how:

1. Sign in to your Bluevine dashboard.

2. Navigate to Sales > Transactions in the left-hand menu.

3. Click the Export button in the top-right corner of the Transactions page.

Note: The export only includes transactions based on your current filters. To adjust what’s included in the file, update your filters before exporting.

A CSV file will download automatically, with the most recent transactions listed first.

Your CSV file will include the following details:

• Processed date
• Customer name
• Customer email
• Payment description
• Status
• Gross amount
• Payment method
• Fee charged

This export is useful for tracking activity, reconciling payments, and maintaining records for your business.

Refund from the Transactions Dashboard

To refund a transaction to a customer, continue the steps below. 

Note: Transactions are fully refunded, including the payment processing fees. 

1. Sign in to your Bluevine dashboard.

2. Go to Sales > Transactions.

3. Locate the applicable transaction using the customer, description, or amount.

   1. Note: the Customer field will be blank for Tap to Pay transactions. 

4. Select the applicable transaction to open the details panel.

5. Find the Quick Actions menu and select Refund.

6. This will take you to your Stripe Dashboard, where you can complete the refund.

Refer to the Stripe Refund process for full steps on how to complete the refund process in Stripe. 

Need Help?

If you have questions about a transaction, need help understanding a status, or run into any issues with your Transactions Dashboard, our Customer Support team is here to assist you.

Contact us or visit the Help Center for more guides, troubleshooting tips, and step-by-step instructions.