To view payments received through your payment link, select the Payments tab in the left navigation menu OR select the Payments sub-tab within Payment Link.
Payments are listed chronologically, with the most recent at the top. The following details are provided in the list:
- Name: The name of the individual or company that submitted the payment.
- Status: The status of the payment (Incoming, Deposited, Refunded, Canceled).
- Date: The date the payment was submitted.
- Source: Where the payment was entered (whether by the customer through your payment form link, or by you within our application).
- Payment method: The method of payment that was used (eg Visa, eCheck)
- Amount paid: Amount of the payment.
Click the filter icon in the upper right corner of your list to filter the list by status or source, or by Date range. Use the Search field above your list to search by customer name.
The Export button can be found by clicking the three dot icon next to the filter feature. Click Export to generate a .XLSX spreadsheet containing all payments with the corresponding details.
Selecting a payment from the list will provide an option for refunding the payment.
Payments that have been canceled or refunded will appear grey in the list, as well as having a symbol displayed in the Source column.
Please follow this link for our knowledge base article on canceling or refunding a payment.