How to see past transactions, payouts, and process refunds?

To see direct transactions you can revisit the Balance & Transfers tab you previously used to provide and set up Business & Bank Details. For more on how to get there click here.

When revisiting and clicking the 'Balance & Transfers' page in your kea AI portal, you will be taken to your own Stripe dashboard. Here you can take the following actions:

• View transactions & payouts

• Process refunds if needed

• Update business details and share access

View Transactions

When initially loading this Stripe Dashboard you will see all transactions listed that have been processed. You can see declines and other important information on a transaction. Additionally, by clicking into a transaction you can see the merchant fees pulled by Stripe.

View Payouts

Process Refunds

Any failed orders, where payment was collected, the charge is immediately voided to the customer. This means you do not have to process a refund and the charge will drop-off the customer's card in a few days.

However, in the scenario you need to process a refund follow these steps:

1

Visit your Stripe Dashboard via the Balance & Transfers settings

Under your avatar in the top right within Integrations

2

Find the transaction you would like to refund

You can do so by matching the dollar amount or other key identifiers inside the transaction like last 4 digits of the card number.

3

Hover over the transaction to the far right or click into it.

By hovering over the transaction on the overview you can click the arrow to process the refund.

You can also click into the transaction and click the refund button in the top right

4

You will need to have enough funds in your Stripe account to process the refund.

This usually is possible after processing some orders, or doing right when the funds were first received that day for the order.

Need extra help? Feel free to contact our support team by shooting us a text and we will help you process the refund: 📲 (650) 709-2993

Update Business Details & Share Access

You can update business details by clicking the top right corner and then clicking 'Business'. Members who access to your kea AI portal can visit this Stripe Dashboard space.