The Payments section is a real-time reporting dashboard for all inbound or outbound payment activity.
The navigation bar at the top allows users to search for transactions by any payment detail tags (ie. customer name, or invoice details) or date range, or use the Filters option to refine your search by:
- Processing Account
- Status (Processed, Declined, Voided, Rejected)
- Payment Method (Cards, Bank Accounts)
- Payment Type (Payment, Credit, Refund)
Payment details are exportable to a CSV through the Export button. Customize your export by clicking the three dots menu next to the Export button, then pick the datapoints that matter to you.
Click on any payment to view Payment Details.