Revenue: Viewing a Payment

Payments acts as a record of all payments that have been made.

You may also issue refunds to a customer on a payment.

1. Click in the ribbon

2. Click Finance

3. Click Revenue

4. Click Payments

5. Click on a payment to view the payment details, an audit trail, and comments

6. Click the hyperlinked 10-character string next to Invoice to view the payment invoice

7. Click the Braintree ID to open the payment in a separate BrainTree tab

8. Click the PayPal ID open the payment in a separate PayPal tab, if applicable

9. Click the hyperlinked date to view the deposit of the payment, if applicable

10. Click Allocations to view how the overhead cost of the transaction has been allocated

11. (If payment has been refunded) Click Refunds to view the amount refunded

    • Click the hyperlinked date to view the refund

12. (If payment is pending settlement) Click and click Void Payment to return payment amount to the customer

    • This option is simpler than a refund but only available before the payment has settled (48 hours after payment)

13. (If payment has been settled or deposited) Click and click Issue Refund to issue a refund of the payment