Sales, customers, and subscriptions
Track purchases, customers, refunds, subscriptions, support questions, and post-checkout operations.
When to use this guide
Use this section after buyers start reaching checkout. Sales docs help support, finance, retention, and operations teams investigate what happened after payment.
Start here
- Review sales, filters, and purchase statuses to investigate individual purchases and answer support questions.
- Review customer history end to end for full buyer investigation workflows.
- Customers page walkthrough to navigate the Customers UI.
- Complete a refund flow before returning money or changing buyer access.
- Process refunds responsibly for policy and downstream effects.
- Complete a subscription cancellation flow for recurring billing stops.
- Manage subscriptions and cancellation workflows for trials, active subscriptions, overdue charges, cancellations, duplicate merges, and exports.
- Use customer history for support and analysis to review purchases and subscriptions together.
- Recover an abandoned checkout for PIX-generated and declined follow-up.
- Recover incomplete payments for abandoned carts, unpaid PIX, and declined card follow-up.
- Complete a trial-to-paid conversion flow to monitor trial signup through first paid charge.
- Export sales and subscriptions step by step for accounting and support exports.
- Export sales and subscriptions for scope and permission notes.
- Manage overdue subscriptions and retries when renewals fail or subscriptions move to overdue status.
- Merge duplicate subscriptions when duplicate records need careful review.
- Use sales access as a support agent with scoped permissions for buyer investigations.
What Sales controls
| Area | Purpose |
|---|---|
| Sales | Inspect purchases, statuses, buyers, products, offers, origins, and attribution. |
| Refunds | Return money while considering finance, reporting, subscriptions, and access. |
| Subscriptions | Manage trial, active, overdue, canceled, duplicate, archived, and exported records. |
| Customers | Review buyer history, lifetime spend, purchases, subscriptions, and support context. |
| Exports | Move filtered operational data to accounting, CRM, or analysis workflows. |
Typical workflow
- Confirm the correct business workspace.
- Search or filter by buyer, product, offer, plan, status, affiliate, agent, origin, type, or date.
- Open the sale, subscription, or customer record.
- Compare related purchase, subscription, customer, and finance context.
- Take the support or operations action.
- Document or export when the team needs follow-up.
Good checks before going live
- Make sure support knows how to find a sale by email.
- Test subscription, cancellation, and delivery behavior before selling recurring products.
- Confirm refund policy before launch.
- Use customer history before manually changing access.
- Keep API-specific setup in AtomicPay API Docs.