See transactions and refunds

The transactions list shows every payment your business has received. You can see the amount, method, and status. If a customer needs a refund, you can process it here.

Steps

1. Go to More in the left icon rail, then Payments.
2. Select the Transactions tab.
3. Use the Search bar to find a specific payment.
4. Filter by Status: Pending, Succeeded, Failed, or Refunded.
5. Click on a transaction to see details.
6. You will see the Date, Invoice, Method, and Amount.
7. If you need to refund, click Refund.
8. Enter the Refund Amount ($).
9. Confirm the refund. The status changes to Refunded.

Good to know

• Only roles allowed to refund can issue refunds.
• Refunds go back to the original payment method.
• You can see the Failure Reason if a payment did not go through.

Related

• Create and send an invoice
• Request a payment with a link