Viewing payment history
Track every payment in one place.
3 min read
Payment history
Keep track of all payments received from your clients.
Viewing a client's payments
- Go to Clients
- Click on the client's name
- Scroll to "Payment History"
You'll see:
Viewing all payments
For an overview of all payments:
Payment statuses
- Completed - Payment received and confirmed
- Pending - Payment initiated but not yet confirmed
- Failed - Payment attempt didn't succeed
- Refunded - Payment was returned to client
Exporting payment history
Need records for your accountant?
- Go to Settings → Data
- Click Export Payments
- Choose date range
- Download as CSV
Related: Recording manual payments
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