Client Management: Payments

The “Payments” list allows you to view and add records of the payments completed by the client and view custom payments.

To view the list, go to the Client Management > Payments section. The report is grouped by the following criteria:

Regular payments

The “Regular payments” tab allows you to view a comprehensive list of all payments completed by the client, add new payments, or process refunds.

You can narrow down the search results by using the following filters:

Filter Date: Select the client payment period.
Client: Select the client who completed the payment.
Processor: Select the payment system (Paypal, Stripe, Union Bank, Authorize.Net, GoCardless).

The Regular payments list contains the following information:

ID: The unique identification number of the payment.
Creation Date: The date the payment is created.
Date: The date the payment is made.
Client: The name of the client the payment is completed by.
Amount: The paid amount.
Refund Amount: The refund amount.
Over: The client's overpayment amount that will be applied to the next available invoice.
Processor: The payment system used for the payment.

To create a new payment record, click the “Add Payment” button and fill in the following fields in the pop-up window:

Buyer: Select the client.
Payment Date: Select the date when the payment is created.
Payment Amount: Fill in the amount that is paid by the client.
Description: Fill in the additional information about the payment.

Click the “Create” button to complete. Once you add a new payment, the corresponding invoice is displayed in the “Invoices” section. Read more about clients’ invoices in this Knowledge Base article.

To view the detailed information about the specific payment, click the “View Details” button in the “Actions” column.
The “View Details” pop-up window contains the following information:

Client: The name of the client the payment is completed by.
Date: The date the payment is made.
Total Amount: The paid amount.
Refund Amount: The refund amount.
Over Amount: The overpayment amount by the client.
Payment created: The date the payment record is created.
Payment Description: The additional information about the payment.
Broker: The payment system used for the payment.

To make a refund for the specific payment, click the “Refund” button in the “Actions” column. In the "Refund" pop-up window, enter the refund amount in the "Amount Refund" field and click the “Refund” button.

Custom payments

The “Custom payments” tab allows you to view a comprehensive list of all custom payments completed by the client.

You can narrow down the search results by using the following filters:

Filter Date: Select the client payment period.
Client Name: Enter the client name who completed the payment.

The Regular payments list contains the following information:

ID: The unique identification number of the payment.
Creation Date: The date the payment is created.
Date: The date the payment is made.
Client name: The name of the client the payment is completed by.
Client email: The email of the client.
Amount: The paid amount.

To view the detailed information about the specific custom payment, click the “View Details” button in the “Actions” column.
The “View Details” pop-up window contains the following information:

Client name: The name of the client the payment is completed by.
Client email: The email of the client.
Date: The date the payment is made.
Amount: The paid amount.
Payment created: The date the payment record is created.
Payment Description: The additional information about the payment.

Read more about custom invoices in this Knowledge Base article.

To export the current page to a CSV file, сlick the "Export" button and select "Current Page to CSV" or "All Pages to CSV" to export all pages to a CSV file.