The payments section of the Customers menu shows a list of all the payment activities that have occurred for this customer. It can include automatic payments (if a credit card is on file and an invoice has been auto-collected) and manual payments. Refunds are also handled under payments.
If you use Stax Payments as your gateway, you can now see indications in the status column if the payment is in dispute or has been chargebacked. The status is automatically updated, but can also be manually changed if a dispute or chargeback has been initiated. This can help notify and promote a quick response and improve chances of a successful mediation.
To access the Payment section:
- From the Customer Overview page, under the Financials card, click Payments.
Note: If you are using Stax Bill Hierarchy, and payment was made using a parent payment method, it will be indicated under "Method" with the parent/child icon (
).
The Invoice(s) column shows the invoices paid off with this payment, if applicable. If there is only one invoice, its number will show in the column; otherwise, click on the small bars to pop up a list:
Payment Options: