How to view and manage your Incoming Payments

This article is about incoming payments. For outgoing payments, please reference the Pay Bills section of our knowledge base.

You can get to the Payments page by navigating to Invoicing > Payments. Once you're on the Payments list, you can view a timeline of recent payments, view details about each of those payments, and search for specific payments or within specific date parameters.

  • Clicking on the Search Criteria drop-down menu will bring up the filtering options for this page
  • Clicking on a specific transaction will bring up a right-hand side menu with options to cancel and/or refund the particular transaction (if available)
  • If there is a payment description available, that will also display from this same side menu

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