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 the payment or refund details to the contact. See Emailing and printing receipts
Adjust the payment amount, date received, or tender type. See Adjusting or cancelling a payment.
Delete the transaction
Refund all or part of the available balance. See Refunds
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