Viewing payment history

Payment history

Keep track of all payments received from your clients.

Viewing a client's payments

1. Go to Clients
2. Click on the client's name
3. Scroll to "Payment History"

You'll see:

• Date of each payment
• Amount
• Payment method
• Status

Viewing all payments

For an overview of all payments:

1. Check your Dashboard
2. Or go to Payments in the sidebar

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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

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Exporting payment history

Need records for your accountant?

1. Go to Settings → Data
2. Click Export Payments
3. Choose date range
4. Download as CSV

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Related: Recording manual payments