Browse All Payments
This capability opens the provider-wide payment history, so an owner or office user can review every payment across the business instead of one invoice at a time. It is the Payments entry under Money in the navigation, and the list can be filtered by status (All, Completed, Pending or Failed). Each row shows the payment number, invoice, customer, amount, method, date and status.
The payment figures on the Money overview, Cash In and Cash Out, come from this same history, so they appear only when the payments are visible to you.
Use the list to see which payments completed, are pending or failed. Choose Details on a payment to open it, and from there the invoice it belongs to. Refunds are issued from the invoice.