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Overview

The Payments page gives you two views of your payment data: a native flashquotes payments table for sorting, searching, and exporting all your payments in one place, and the Stripe embedded dashboard for detailed transaction management, disputes, and refunds.

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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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Stripe Connect Integration

Flashquotes uses Stripe’s embedded ConnectPayments component, providing you with:
  • Real-time payment monitoring: View payments as they process
  • Advanced filtering: Filter by amount, date, status, and payment method
  • Professional dispute management: Handle chargebacks and disputes directly
  • Payment capture controls: Manage authorization and capture for card payments
  • Export capabilities: Download payment data for accounting and analysis

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Payment Information

The dashboard displays comprehensive payment details including:
  • Transaction status: Real-time status updates (succeeded, pending, processing, failed)
  • Payment details: Amount, currency, and processing fees
  • Customer information: Billing details and payment methods
  • Timeline: Complete payment history and status changes
  • Related invoices: Links to associated Flashquotes invoices

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Payments Table

Consolidated view of all your payments applied to Flashquotes invoices.

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What’s in the table

  • All payments across invoices, including manually recorded transactions
  • Sortable columns — click any header to sort by amount, date, status, and more
  • Locale-aware currency formatting for multi-currency businesses

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Search and filter

  • Use the search bar to find payments by customer name, invoice, or other details
  • Filter by payment status, date range, or other criteria to narrow your results

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CSV export

  1. Apply any filters to scope your results
  2. Click Export CSV
  3. Select which columns to include
  4. Open the download in Excel, Google Sheets, or any spreadsheet tool
The export only includes payments matching your active filters — no extra cleanup needed. The Stripe dashboard provides powerful filtering options:
Filter payments by amount using:
  • Equals specific amount
  • Greater than threshold
  • Less than threshold
  • Between range
View payments by date:
  • Before specific date
  • After specific date
  • Between date range
  • Preset ranges (today, this week, this month)
Filter by payment type:
  • Card payments
  • Bank transfers (ACH)
  • Other payment methods

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Payment Actions

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View Details

Click any payment to access:
  • Full transaction timeline
  • Processing and net amounts
  • Fee breakdown
  • Risk evaluation details
  • Related customer and invoice information

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Refund Management

Process refunds directly from the dashboard:
  1. Select a succeeded payment
  2. Click “Issue refund”
  3. Choose partial or full refund
  4. Add an optional reason for your records
  5. Confirm the refund
Refunds are processed immediately and cannot be reversed. Always confirm the refund amount before processing.

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Dispute Management

Handle payment disputes professionally:
  • View dispute reason and evidence requests
  • Submit compelling evidence
  • Track dispute status and deadlines
  • Communicate with Stripe’s dispute team
The dispute management feature helps you respond to chargebacks efficiently, improving your win rate and protecting your revenue.

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Payment Capture

For card payments using separate authorization and capture:
  • View authorized but uncaptured payments
  • Capture full or partial amounts
  • Cancel authorizations when needed

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Manual Payment Tracking

In addition to Stripe payments, Flashquotes supports manual payment recording for:
  • Check payments
  • Cash transactions
  • Bank transfers outside Stripe
  • Other payment methods
These appear in your invoice payment tables but are tracked separately from Stripe transactions.

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Export and Reporting

The Stripe dashboard includes robust export functionality:
  • Download payment data as CSV
  • Filter exports by date range and status
  • Include all transaction details and metadata
  • Use exports for accounting reconciliation

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Best Practices

  1. Regular monitoring: Check the dashboard daily for failed payments or disputes
  2. Timely refunds: Process refund requests promptly to maintain customer satisfaction
  3. Dispute response: Respond to disputes quickly with compelling evidence
  4. Export regularly: Download payment data monthly for accounting records
  5. Filter effectively: Use filters to focus on specific payment segments