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Payment details

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 tender 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

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