Pagos y facturación

Find a payment

1. Open Payments

   In the sidebar, under Collect, click “Payments”. At the top you see the total and how many payments succeeded, are pending or failed.

2. Search or filter

   Search by ID or customer, and filter by status, application, source and a date range.

3. Open the details

   Click a payment to see its details.

What you see in the details

• Amount, customer and the payment link or invoice that was paid.
• Gateway and payment method: card type, issuer and country.
• Charge attempts, with the gateway's response if something failed.
• Activity: everything that happened to the payment, in order.
• A button to open the receipt of a successful payment.

Mark a payment as applied

Applying a payment means marking that you've already recorded it in your accounting or your system. That way you know what's left to reconcile.

1. Find the unapplied payments

   In the application filter choose not applied.

2. Mark it

   Click the “Pending” label next to the status, or open the payment and mark it as applied. If you make a mistake, you can unmark it in the details.

Refund a payment

1. Open the payment

   Only successful payments can be refunded.

2. Click “Refund”

   Enter the amount (full or partial, up to the payment amount) and, if you like, the reason.

3. Confirm

   Confirm the refund. How long the money takes to come back depends on your customer's bank.

Next step