A record of every payment on their account.
Columns are Payment Date & Time, Payment Amount, Invoice ID, Payment Method, Status, and Transaction ID. There are All / Completed / Pending / Failed filters, a date range, a search box, and Download for a CSV.
The two kinds of payment look different, which is useful when a client calls:
- A payment the client made in the portal shows the card or bank used — for example Card – 4242 — and carries a Stripe Transaction ID.
- A payment your office recorded by hand shows Manual and has no Transaction ID.
Note: Notes your office types on a manual payment are hidden from the client unless you switch on Show manual payment notes. When shown, a small message icon sits beside Manual in the Payment Method column and opens the note. Notes on a payment the client made themselves are always visible to them.