Transactions - Flex Forms

Transactions is the Studio hub for every recorded payment on your Flex Forms workspace. Open it from the left rail (under Contacts). It is available on all plans once you connect Stripe and collect at least one successful charge on a published form. Preview mode never writes transactions.

What you see

Each row is one ledger entry with:

Column	Meaning
Status	Colored chip — succeeded, refunded, partially refunded, failed, canceled, processing, …
Amount / currency	Charged amount and ISO currency from the Payment block
Provider	Chip (currently Stripe)
Mode	Live / Test chip
Payer	Billing email / name when Stripe collected them
Payment method	Type (card, BLIK, P24, …). Cards also store brand + last 4 digits (never full PAN)
Form	Which form produced the charge
When	Charge / last update time
Actions	⋯ menu (same pattern as the Forms hub)

The list uses cursor pagination and respects search / form filters — same lean pattern as Contacts.

Row actions (⋯)

Action	What it does
View details	Opens a right-side drawer (bottom sheet on mobile) with full payment, payer, form, and provider IDs
Copy transaction ID / payment ID / email	Clipboard helpers
Open in Stripe	Stripe Dashboard for the PaymentIntent (test vs live)
Open form in Studio / Submissions / Contacts	Jump to related Studio hubs when links exist
Refund / Partial refund…	Full remaining balance or enter a partial amount (requires `refundTransactions`)

Actions in the drawer

From View details you can also refund, open Stripe, or jump to submissions. Status / provider / mode chips appear at the top of the drawer. Export CSV still lives in the toolbar (respects filters) and requires exportTransactions when Spatie permissions are enabled. The download is a direct streamed file (not loaded into the Studio page), so large ledgers stay responsive. Choose CSV or Excel (.xlsx) in the export dialog. Refunds require the refundTransactions ability when you use Spatie / Shield (see Studio permissions).

How a row gets created

Connect Integrations → Stripe (test or live keys).
Add a Stripe Payment block in Studio and Publish the form.
A respondent pays on fill / embed.
Flex Forms verifies the PaymentIntent (amount, currency, form, mode) and writes the ledger.
Optional Stripe webhooks keep statuses in sync (payment_intent.*, charge.refunded).

Full setup: Stripe Integration.

Draft / Preview never confirms Stripe or creates Transactions — even if the thank-you screen appears. Publish first for real money and ledger rows.

Empty state

If the hub is empty:

Stripe is not connected or not Ready
No published form has a Payment block yet
You only tested in Preview
Filters hide existing rows

Connect Stripe, publish a payment form, and submit a test-mode payment with a Stripe test card.

​What you see

​Row actions (⋯)

​Actions in the drawer

​How a row gets created

​Empty state

What you see

Row actions (⋯)

Actions in the drawer

How a row gets created

Empty state