Find and review payments

The Payments list answers “did they pay?” quickly. Each payment also has its own page that shows what it paid, the credit it has left and everything that happened to it.

Who can do this

Owners, and Staff whose Team has Open Payments. Field users can’t open payments.

Find a payment

1. Open Payments — Choose Payments in the sidebar. The newest payment is first.

2. Read the cards — Received this month totals what came in. Credit to use shows credit left on payments and for how many customers; press it to show only those payments, and press again to clear. Refunded this month totals refunds of payment credit.

3. Filter the list — Use the contact, Method and date range filters (All time, This month, Last month, Last 90 days or This financial year). Clear filters removes them.

4. Search — Type in Search receipts, references, customers or invoices.

The Payments list showing only payments with credit left, with the contact, method and date filters and the search bar

Each row shows the receipt number with its reference, the date, the customer, the method with the account it went into, the amount, Applied to (the invoice numbers, or Not applied) and Credit left. The row menu offers View, Apply credit, Refund, Email receipt, Download PDF and Delete payment, each only when you have the right. Actions that change anything open the payment’s page with that dialog, so nothing happens in one click.

Your search and filters are kept in the address, so going Back or opening a bookmark brings back the same list. Press Refresh list to reload it.

Tip

Press ⌘K (Ctrl+K on Windows) and type a receipt number, reference or customer name. Matching payments appear under Payments.

Read a payment’s page

The title is the receipt number with its state: Fully applied, Credit left or Refunded. Under it are the customer, the date, the method, Paid into the account and the reference.

• The strip reads Received, Applied, Refunded (when any) and Credit left.
• Applied to lists each invoice with its total, what this payment put on it, what it Still owes (or Paid) and when it was applied.
• Activity lists, newest first, when it was recorded, applied, receipted, moved off an invoice or refunded, and by whom. View history under More shows field-level changes.

A payment's page with its state, the Received, Applied and Credit left strip, and the Applied to table