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Overview

The Payments dashboard provides a centralized view of all your client payments processed through Stripe. This real-time dashboard helps you monitor payment status, track successful transactions, and identify any payment issues that need attention.

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Accessing the Payments Dashboard

Navigate to Finance → Payments from the main navigation menu to access your payment tracking dashboard.
The Payments dashboard requires an active Stripe integration. If you haven’t connected Stripe yet, visit Settings → Integrations to set up your payment processing.

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Dashboard Features

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Payment Overview

The dashboard displays comprehensive payment information including:
  • Payment Status: Real-time status for all payments (succeeded, pending, processing, failed)
  • Transaction Details: Amount, date, and associated invoice information
  • Customer Information: Client details linked to each payment
  • Payment Method: Card type and last four digits used

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Understanding Payment Statuses

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Succeeded

Payment has been successfully processed and funds will be deposited according to your Stripe payout schedule.

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Pending

Bank transfer is in process but payment has not settled. Funds typically clear within 2-3 business days. Invoice balance calculations include pending amounts.

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Processing

Payment is currently being processed by Stripe. This status typically updates within a few minutes.

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Failed

Payment attempt was unsuccessful. Common reasons include:
  • Insufficient funds
  • Card declined
  • Invalid card details
  • Bank authentication required
For failed payments, the dashboard displays the specific error message from Stripe to help you communicate with your client about resolution.

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Payment Actions

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View Details

Click on any payment to view comprehensive transaction details including:
  • Full payment timeline
  • Processing fees
  • Net amount after fees
  • Associated invoice and booking information

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Refund Payments

Process refunds directly from the dashboard:
  1. Click on a succeeded payment
  2. Select “Refund Payment”
  3. Enter refund amount (partial or full)
  4. Add refund reason for your records
Refunds are processed immediately and cannot be reversed. Always confirm the refund amount before processing.