Guide: Payments Tab

Welcome to our guide on the Payments Tab! Here is everything you need to know about managing and viewing payments associated with subscriptions in your project. Let's dive in!

In the Payments tab, you can view all individual payments linked to subscriptions within your project. The main page provides a comprehensive overview that includes the following details:

• Amount: The total amount of the payment.

• Status: The current status of the payment.

• Description: A brief description of the payment.

• User: The user associated with the payment.

• Payment Method: The method used for the payment.

• Created On: The date and time when the payment was created.

  

As shown in the screenshot above, you can filter the payments displayed on this page by their status. To do this, click on the subtitles directly under the Payments page title. The available filters include:

• Succeeded: Payments that have been successfully processed.

• Refunded: Payments that have been refunded.

• Failed: Unsuccessful Payments.

• Disputed: Payments that the end-user has challenged through their bank.

In the top right corner of the Payments tab, you'll find several useful buttons:

Clicking on the Export button allows you to download all the information from the Payments tab in CSV format. This feature benefits internal reporting and following up on failed or disputed payments.

The search bar lets you quickly find a specific payment within your project. This is especially useful as your user base grows. You can search using either the payment ID or the invoice number.

When you click on an individual payment, you'll be taken to a detailed page that resembles the screenshot below. This page includes:

• Links to the associated Subscription.

• A breakdown of the payment and its status.

• Any failed attempts related to this payment, which you can explore further in our detailed article.

  

The payment ID is conveniently located directly below the payment title. It is useful for recording or searching for specific payments on the Dashboard or for internal reporting purposes.

On the left-hand side, you can also find additional details, such as:

• When the charge was created.

• A link to the associated User.

• The payment method used.

• A downloadable PDF receipt.

You'll see an option to Refund this payment in the top right corner. When you click this option, you can enter the amount you wish to refund.

Note: Starting April 15th, the partial refunds feature will be temporarily disabled for scheduled maintenance. We appreciate your understanding during this time!

We hope this guide helps you navigate the Payments tab easily. If you have any further questions, feel free to contact our support team!