This article is about incoming payments. For outgoing payments, please reference the Pay Bills section of our knowledge base.
You can get to the Payments page by navigating to Invoicing > Payments. Once you're on the Payments list, you can view a timeline of recent payments, view details about each of those payments, and search for specific payments or within specific date parameters.
- Clicking on the Search Criteria drop-down menu will bring up the filtering options for this page
- Clicking on a specific transaction will bring up a right-hand side menu with options to cancel and/or refund the particular transaction (if available)
- If there is a payment description available, that will also display from this same side menu