How do I view and manage payments?
To view and manage your payments, go to Tools > Manage > Payments or search for Payments.
For an explanation of what each payment status means, see How do payment statuses work?
If you're looking for a particular payment, use the search bar at the top of the page. Search for names or emails, or click in the search bar and pick a field such as Payment status, Payment method, Completed or Is linked to customer to narrow down the list.
See Searching and filtering for more help on using the search and filter features.
Click on a payment entry from the list to view more information.
Click the menu icon to the right of a payment entry to access the following options:
View paymentto view more details about the paymentView customerto go to the customer pageMatch to customerto link the payment to a customer and apply it to their balance (only available if the payment says "No matching customer")Remove from customerto unlink the payment from this customer and update their balanceAdjust tipto adjust how much of this payment should be allocated as a tip (and not to the customer's balance)Refundto refund the customer using the same payment method (only available for payments made via card, direct debit, mobile or Pay by Bank)Deleteto delete this payment entry (only available for external payments that aren't linked to a customer)
