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SleekView Kanban for WP Simple Pay

WP Simple Pay records every Stripe payment, subscription, and refund as a row in its transactions table with the Stripe status, payment intent ID, customer email, and amount on each row. SleekView reads that table, groups payments by status, and renders one card per transaction.

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SleekView Kanban board for WP Simple Pay

Read your Stripe payments as a board, not a flat table

WP Simple Pay turns any WordPress page into a Stripe checkout. Every successful or attempted payment writes a row into the plugin's transactions table with the Stripe payment intent ID, the customer email, the amount, the currency, the live or test mode, and a status column carrying the Stripe value such as succeeded, requires_action, processing, failed, or refunded. Subscriptions live in a related table with their own Stripe status: active, past_due, canceled, or incomplete.

SleekView reads the WP Simple Pay transactions table and exposes the columns as fields. The natural column to group by is status, which moves through the Stripe values listed above for every payment. Cards show the customer email, the amount and currency, the payment method type from the Stripe metadata, and the date. A second board reads the subscriptions table and groups by its own status column so recurring revenue and one-off payments stay on separate views without losing context.

Drag and drop on a payments board is intentionally restricted: writing back to Stripe is destructive, so SleekView limits direct status changes to a manual review flag stored on the WP Simple Pay row rather than the Stripe status itself. The recommended pattern is to use the board for reading, sorting, and assigning, then trigger refunds and reactivations through the plugin's standard refund and cancel actions exposed on the card back, which call WP Simple Pay's existing Stripe helpers.

Workflow

From the transactions table to a payments board in four steps

1

Point SleekView at the transactions table

Add a SleekView data source for the WP Simple Pay transactions and subscriptions tables. SleekView picks up Stripe status, payment intent ID, customer email, amount, currency, and mode as fields you can put on the card front.
2

Pick status as the grouping column

Switch the view to Kanban and select status as the column the board groups by. SleekView renders one column for each Stripe status that exists in your transactions and counts how many cards sit in each one.
3

Choose what shows on cards

Pick the fields that go on the card front: customer email, amount and currency, payment method type, and date. Skip the rest so the board stays scannable when the store processes hundreds of payments a day across one-off and recurring plans.
4

Enable card actions

Card actions on the back call WP Simple Pay's standard refund and cancel helpers, which talk to Stripe through the plugin. SleekView does not write the Stripe status directly because that field is owned by Stripe, not the local database.

Sample board

Sample WP Simple Pay payments board

Four columns grouped by Stripe payment status, with the past 24 hours of charges flowing from Pending through Processing to Succeeded and Failed.
Pending
6
lina@northbridge.io, Pro Plan
$49.00 USD, card
marco@studio.fr, Donation
EUR 25.00, card
priya@ironbloom.in, Pro Plan
$49.00 USD, card
Processing
3
felix@bauerco.de, Annual Plan
$490.00 USD, SEPA
noah@williamsdev.com, Pro Plan
$49.00 USD, ACH
yuki@sato.jp, Annual Plan
JPY 54,000, card
Succeeded
212
anna@kovacs.hu, Pro Plan
$49.00 USD, card
diego@rivera.mx, Donation
$15.00 USD, card
henrik@lund.no, Annual Plan
$490.00 USD, card
Failed
11
tom@example.com, Pro Plan
card declined, retry
lia@example.com, Annual Plan
auth required, abandon
ben@example.com, Donation
insufficient funds

Comparison

Default transactions screen vs SleekView Kanban

Default WP Simple Pay transactions

  • Transactions sit in a paginated list with no grouped view by Stripe status
  • Failed and pending payments hide behind a dropdown filter on the list
  • No way to see succeeded, processing, and failed charges side by side
  • Subscription churn lives on a separate screen from one-off payments
  • Slowest currencies and methods take SQL to surface from the flat table

SleekView Kanban

  • Reads the WP Simple Pay transactions table with Stripe status fields
  • Groups by status so each Stripe value lands in its own column
  • Card actions trigger WP Simple Pay's standard refund and cancel helpers
  • Card fronts show customer email, amount, currency, and method
  • Second board for subscriptions groups by Active, Past due, Canceled, Incomplete

Features

What SleekView Kanban gives you for WP Simple Pay

Group by Stripe payment status

Group by the status column so each Stripe value, Succeeded, Processing, Pending, Failed, and Refunded, gets its own column with a live count. Switch the grouping to payment method on a saved view to see card, SEPA, ACH, and wallet payments side by side.

Subscription board with churn columns

A second board reads the subscriptions table and groups by the Stripe subscription status so Active, Past due, Canceled, and Incomplete each get a column. Past due acts as a churn dashboard the team works through with reminders and updated cards.

Filter by currency, method, or date

Filter the whole board by currency, payment method type, or date range so a finance team in the UK can read only GBP card payments for the past week without scrolling past USD donations and JPY plans on the same site.

Audience

Where a WP Simple Pay kanban earns its keep

Failed payment follow-up

The Failed column collects every declined or abandoned charge. Support filters by today, opens the card back, emails the customer using their address, and triggers a refund or retry through the standard action.

Past due subscription chase

On the subscription board, the Past due column is the priority list. Support drags cards to a manual review tag while waiting on updated payment details and tracks recovery against the column count.

Method mix tracking

A saved view grouped by payment method type shows the share of card, SEPA, ACH, and wallet payments. Finance reads that mix across currencies to plan settlement and fee budgets.

The bigger picture

Why a board beats the WP Simple Pay transactions screen

WP Simple Pay's transactions screen is a sorted list of rows that came from Stripe. It is reliable, it links to each charge in the Stripe dashboard, and that is most of what it does. Finance teams want more: they want to see how many charges are pending right now, how many failed today, how many subscriptions are past due, and they want to work each of those columns down during the day.

A kanban grouped by the Stripe status column gives that view. Succeeded, Processing, Pending, Failed, and Refunded become columns with counts, the subscription board adds Active, Past due, Canceled, and Incomplete next door, and each card carries the customer email, the amount, the currency, and the method. Card actions trigger the plugin's standard refund and cancel helpers so the integration with Stripe stays clean and direct status writes never bypass the gateway.

The team reads the same data the transactions screen reads, just with position and counts doing the heavy lifting.

Questions

Common questions about SleekView Kanban for WP Simple Pay

No. The Stripe status is owned by Stripe, not the local database. SleekView restricts direct status drags on payment cards to avoid writing values that disagree with the gateway. Card actions on the back call WP Simple Pay's standard refund and cancel helpers, which speak to Stripe properly.

 

The columns are the values WP Simple Pay records on each transaction row: Succeeded, Processing, Pending or requires action, Failed, Refunded, and any custom mode flag. SleekView only renders columns that actually have rows so a quiet day will not show empty buckets.

 

Not on the same board, because they live in two tables with different status sets. Best practice is two boards, one over the transactions table grouped by payment status and one over the subscriptions table grouped by subscription status, with consistent card front fields between them.

 

Yes. The card back exposes a Refund action that calls WP Simple Pay's standard refund helper, which talks to Stripe through the plugin. The refund creates the correct Stripe call and updates the local row when the gateway confirms, the same way the transactions screen does.

 

Yes. The mode column on each row is exposed as a field, and the default board filters to live mode with a one-click toggle to switch to test mode. That keeps test charges from polluting the finance view without making it hard to debug a problem.

 

Yes. SleekView saves views per role, so finance can see a board with the customer email and amount and marketing can see the same board with email hashed or hidden. Each role sees only the fields they need on each card.

 

Every row in the WP Simple Pay transactions table is read, which includes pending and failed charges. That is the point, the Failed column would be empty if SleekView only read succeeded rows, and the whole purpose of the board is to make those failures visible.

 

Yes. On the subscription board, Past due is its own column drawn from the Stripe subscription status. The team works it as a dunning queue and tags cards with notes until the customer updates payment details and Stripe moves the row back to Active.

 

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