To view additional details for an individual payment transaction, click the transaction within the list on the Payments & refunds screen.
The identification information entered as part of a credit card transaction (name, address, and phone number) will appear in the Internal notes section.
The following options are available from the Payment details screen:
- Preview & print
Print or email the payment or refund details to the contact. See Emailing and printing receipts - Email
Email the payment or refund details to the contact. See Emailing and printing receipts - Edit
Adjust the payment amount, date received, or payment type. See Adjusting or cancelling a payment. - Delete
Delete the transaction - Refund
Refund all or part of the available balance. See Refunds - Settle
Settle all or part of the available balance to an invoice or refund associated with this contact. See Settling payments to invoices. - Cancel settlement
Cancel a settled invoice or refund
