Managing the purchase history of your members is essential for running your business effectively.
Uscreen provides powerful tools to view individual transactions and export comprehensive invoice data, helping you track revenue, resolve customer inquiries, and maintain accurate financial records.
View User Invoices
You can access your users' purchase information in several ways:
View All Invoices
Navigate to Sales (Invoices)
The page will include the columns:
Invoice: invoice ID
User: name of the member
Created: date the invoice was generated
Status: current invoice status
Paid At: date the invoice was marked as Paid
Coupon: discount code in effect
Total: amount in the invoice
💡 TIP: You can search for a specific invoice by entering either the user's name or the invoice number (ID) into the Search field.
View a Specific User's Invoices
Navigate to Sales (Invoices)
Search for and click the name of the user
Scroll down to the Invoices card
💡 TIP: Members can view or download their invoices directly from their Purchases page. As an admin, you can also impersonate the member to access and download their invoices.
🔗 Learn more about the User Dashboard: Purchases
Detailed Analysis
For comprehensive financial insights and visualizations, more data can be found in Sales Analytics.
Filter Invoices
By Status
Click Status
Select the invoice statuses that you require
🔗 Learn more about Invoice Status
By Specific Filters
Click More Filters
Select from various filter options:
Date range
Price (min and max)
Product type (bundle, content, gift, subscription, donation)
Coupon
Payout
💡 TIP: Use a combination of filters to get your desired results.
By Payment Origin
You can also filter the transactions by where they originated, including website and app purchases.
🔗 Learn more about App Analytics & Payout Information
Click More Filters
Select Origin and choose from the available options:
Web payments (Stripe, PayPal, etc.)
iOS App Store
Google Play Store
Roku Channel Store
Amazon Appstore
Other connected payment sources
ℹ️ INFO: The Origin filter will only show options for payment methods that are configured for your store.
🔗 Learn about Payment Processors
Export Invoices
If you want to view invoices in a spreadsheet or keep external records, you can export them as CSV files.
Navigate to Sales (Invoices)
Click Export CSV
at the top-right
📝 NOTE: If you have more than 50,000 invoices, you'll need to add a filter to display fewer than 50,000 invoices before exporting.
Download the Exported File
Navigate to Settings > Exported Files
Find your exported file (Export Type: Invoices)
Click Download
The exported CSV will include details about:
User information
Offers purchased
Discounts used
Purchase location
Payment date and status
ℹ️ INFO: Depending on the size of your data, it may take a few minutes for the exported file to appear in the Exported Files section. For large exports, we recommend checking back after 5-10 minutes.
FAQs
Can I download invoices as PDFs?
Can I download invoices as PDFs?
You can download individual invoices (receipts) as a PDF file by impersonating the member's account and navigating to Purchases > Invoice History.
How do I send an invoice to a customer?
How do I send an invoice to a customer?
Uscreen automatically sends receipts to customers when a transaction completes. If a customer needs a copy of their invoice, they can view and download it through their account dashboard under Purchases > Invoice History.
How do I track sales by country?
How do I track sales by country?
When you export invoices, the CSV file includes location data such as Card Issuer Country, Zip, Country, Region, and City. This information helps you track sales by geographic location for tax reporting and marketing analysis. 🔗 Learn more about Sales by Location Analytics
Can I see which payment method was used?
Can I see which payment method was used?
Yes, the invoice details show the payment method used for each transaction. For security reasons, only the last four digits of credit cards are visible.
What happens to the invoices of deleted user accounts?
What happens to the invoices of deleted user accounts?
In compliance with GDPR and other governing bodies, our system removes identifying information of deleted users, but the invoices of the deleted users remain intact under a generic name "Deleted User (user ID)".