What you see
- Totals for Collected, Tips, Refunded and Pending over the dates you pick. It starts at Last 30 days; choose anything from Last 7 days to All time.
- A list with the date, customer, where the money came from, the method, reference, amount, tip, refunded amount and status.
- Filters for the type (Payments, Deposits, Shop bookings), the status (Succeeded, Pending, Failed, Refunded) and the method (Manual, Stripe, Square, Clover), plus a search box.
Actions
- Take Payment records or charges a payment. See Record a payment by hand.
- Email receipt on a row sends the customer a receipt.
- Refund… opens the payment's invoice, and Refund on quote… opens the deposit's quote, so you can refund it there.
- Export downloads everything that matches your filters as a CSV file.
Tip
For charts of payments over time, see the Payments tab in Reports.