Navigating our unified Payments page
View, track, and manage every incoming payment in one place.
The Payments page brings all of your incoming payments together in one place, whether a customer paid through an Invoice, a Payment Link, a Checkout Page, or Tap to Pay*. Instead of hunting through different sections of the app, you can see every payment, its current status, and when the money is expected in your bank account, all from a single view.
To get there, select Payments from the main navigation.
Understanding payment statuses
You'll see one of four statuses on any payment:
Incoming - Your customer's payment has been initiated and is on its way to your bank account. Funds typically arrive within 2 business days.
Deposited - The money has settled in your bank account. You're all set!
Refunded - The payment was refunded to your customer after it was deposited.
Canceled - The payment was canceled before it reached your account.
Payment Summary cards
At the top of the Payments page, four colored cards give you a quick snapshot of your payment activity. Each card shows the total dollar amount and number of payments for that status.
Click any card to filter the list below it to show only those payments. The card you've selected will have a colored border so you know it's active. The totals in the cards will also update to match whatever search or filter you have applied.
The Payments list
The payments list shows you all of your transactions, sorted with the most recent at the top. For each payment, you'll see:
- Name - Your customer or payer's name
- Status - Where the payment stands right now
- Date - When the payment status last changed
- Source - How the payment was made (Invoice, Payment Link, Checkout Page, or Tap to Pay*)
- Payment method - The card type or payment method used (for example, Visa, Mastercard, or eCheck)
- Amount - The dollar amount paid
Finding a specific payment
You have a couple of ways to track down a payment:
Search - Use the search bar to look up a payment using your customer's name.
Filters - Click the filter button to narrow results by status (Incoming, Deposited, Canceled, or Refunded), payment source (Invoice, Payment Link, Checkout Page, or Tap to Pay), or a specific date range.
Viewing payment details
Click any row in the Payments list to open a detail sidebar on the right side of the screen. This sidebar shows you the full history of that payment, including a step-by-step timeline of where the money is in the process.
If you manually marked an invoice as paid (rather than processing a digital card or bank transfer payment), the timeline will simply show "Marked as paid."
The deposit step will also show which bank account the funds were sent to, displayed as the account type and last four digits (for example, "checking ··1113").
For invoice payments, you'll see a link back to the original invoice.
Taking action on a payment
Depending on the payment's status, you may see action options at the bottom of the details sidebar:
Send receipt - Send an email receipt to your customer. Their email address will be pre-filled if it's on file.
Refund payment - Available for Deposited payments. Click this option to initiate a refund. If the payment was made within the last 7 days, you'll be asked to confirm you want to proceed before the refund is processed.
Cancel payment - Available for payments that haven't been processed yet.
Exporting your payments list
Need a copy of your payments for your records? Click the three-dot menu next to the filter button and select Export. This will download your full payments list as a .CSV file that you can open in a spreadsheet program like Excel or Google Sheets.
*Not all financial institutions offer Tap to Pay through Autobooks. Reach out to your financial institution to request Tap to Pay.