# Notification Transaction History

<p class="doc-lead">Transaction History logs every outbound WhatsApp and email sent by the Notification System — manual Send Email, automatic triggers, and test emails — with delivery status and error details.</p>

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<p class="doc-toc-title">On this page</p>
<div class="doc-toc-section">
<div class="doc-toc-links">
<a href="#/settings/notification-transaction-history?id=overview">Overview &amp; List View</a>
<a href="#/settings/notification-transaction-history?id=view-detail">View Detail</a>
<a href="#/settings/notification-transaction-history?id=filters">Filters</a>
<a href="#/settings/notification-transaction-history?id=actions">Actions</a>
<a href="#/settings/notification-transaction-history?id=faq">FAQ</a>
<a href="#/settings/notification-transaction-history?id=related">Related</a>
</div>
</div>
</div>

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<h2 id="overview">Overview &amp; List View</h2>

Go to <b>Settings → Notification System → Transaction History</b>.

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<b>List columns</b>: Id, Scheduled For, Sent At, Transaction Type, Transaction ID, Channel, Recipient, Status.

<b>Quick filter tabs</b>: Pending, Queued, Sent (default), Delivered, Failed, Cancelled.

<b>Header actions</b>: Refresh, Search.

<b>Row actions</b>: View (default); Cancel when status is Pending or Queued (requires reason).

<h3>Status meanings</h3>

| **Status** | **Meaning** |
|------------|-------------|
| Pending | Created, not yet queued. |
| Queued | Waiting for background send (may include delay). |
| Sent | Accepted by provider / SMTP server. |
| Delivered | Delivery confirmed (where provider supports it). |
| Failed | Send failed — open row for error message. |
| Cancelled | Manually cancelled before send. |

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<h2 id="view-detail">View Detail</h2>

Open a row to see:

| **Field** | **Description** |
|-----------|-----------------|
| Transaction Type / ID | Linked ERP document. |
| Channel | WhatsApp or Email. |
| Recipient Contact | Phone or email address used. |
| Template | Template applied. |
| Status / Failure Code / Error Message | Delivery outcome. |
| Sent At / Scheduled For | Timing. |
| CC / BCC / Reply-To | Email routing (when applicable). |
| Documents | Linked PDF download references sent in email. |

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<h2 id="filters">Advanced Filters</h2>

| **Filter** | **Description** |
|------------|-----------------|
| Transaction Type | Equals specific document type. |
| Transaction ID | Equals bill or record ID. |
| Status | Delivery lifecycle status. |
| Channel | WhatsApp or Email. |
| Recipient Contact | Contains or equals phone/email. |
| Sent Date | From, to, or on date. |

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<h2 id="actions">Actions</h2>

| **Action** | **When** | **Description** |
|------------|----------|-----------------|
| View | Always | Opens delivery detail. |
| Cancel | Pending or Queued | Stops a scheduled send; enter cancellation reason. |
| Refresh | Header | Reloads the list. |

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<h2 id="faq">FAQ</h2>

<p><b>What is the difference from Notifications (bell icon)?</b></p>
<p><b>Notifications</b> inbox shows in-app activity you subscribe to. <b>Transaction History</b> logs outbound WhatsApp/email delivery through providers.</p>

<p><b>When can I cancel a notification?</b></p>
<p>When status is <b>Pending</b> or <b>Queued</b> — enter a reason. Sent and Delivered rows cannot be cancelled.</p>

<p><b>Why is an email stuck in Queued?</b></p>
<ul>
<li>Delay minutes not yet elapsed on Transaction Config.</li>
<li>Background mail worker not running in your environment.</li>
<li>After refresh, check <b>Failed</b> tab for error details.</li>
</ul>

<p><b>Can I resend a failed email?</b></p>
<p>Open the sale document and click <b>Send Email</b> again after fixing SMTP or recipient issues. History keeps the failed row for audit.</p>

<p><b>Does history show manual Send Email?</b></p>
<p>Yes — each manual send creates a history row with Channel Email and source manual.</p>

<p><b>Does history show provider test emails?</b></p>
<p>Test emails from provider <b>Send Test</b> may not appear in Transaction History — they send directly for SMTP verification. Use manual Send Email for full audit trail testing.</p>

<p><b>How long is history retained?</b></p>
<p>Rows remain for audit until administratively purged — filter by Sent Date for period review.</p>

<p><b>Failed with "Authentication Failed" — what now?</b></p>
<p>Fix SMTP credentials on the email provider. See <a href="#/features/email-notifications?id=faq">Email Notifications FAQ</a>.</p>

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<h2 id="related">Related Topics</h2>

<ul>
<li><a href="#/features/email-notifications">Email Notifications</a></li>
<li><a href="#/features/whatsapp">WhatsApp Messaging</a></li>
<li><a href="#/settings/notification-settings">Notifications (inbox)</a></li>
<li><a href="#/settings/notification-transaction-configs">Transaction Configs</a></li>
</ul>