> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Payments

> Track and monitor client payments through Stripe's integrated dashboard

## 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.

## Accessing the Payments Dashboard

Go to **Payments** in the sidebar to open your payment tracking dashboard.

<Note>
  The Payments dashboard requires an active Stripe integration. If you haven't connected Stripe yet, visit [Settings → Integrations](/settings/integrations/overview) to set up your payment processing.
</Note>

## Dashboard Features

### 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

### 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

## Payments Table

Consolidated view of all your payments applied to Flashquotes invoices.

### 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

### 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

### 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.

## Filtering and Search

The Stripe dashboard provides powerful filtering options:

<AccordionGroup>
  <Accordion icon="filter" title="Amount Filters">
    Filter payments by amount using:

    * Equals specific amount
    * Greater than threshold
    * Less than threshold
    * Between range
  </Accordion>

  <Accordion icon="calendar" title="Date Filters">
    View payments by date:

    * Before specific date
    * After specific date
    * Between date range
    * Preset ranges (today, this week, this month)
  </Accordion>

  <Accordion icon="magnifying-glass" title="Advanced Search">
    The integrated search allows you to find payments by:

    * Customer name or email
    * Payment ID
    * Card last 4 digits
    * Metadata fields
  </Accordion>

  <Accordion icon="credit-card" title="Payment Method">
    Filter by payment type:

    * Card payments
    * Bank transfers (ACH)
    * Other payment methods
  </Accordion>
</AccordionGroup>

## Payment Actions

### View Details

Click any payment to access:

* Full transaction timeline
* Processing and net amounts
* Fee breakdown
* Risk evaluation details
* Related customer and invoice information

### 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

<Warning>
  Refunds are processed immediately and cannot be reversed. Always confirm the refund amount before processing.
</Warning>

### 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

<Info>
  The dispute management feature helps you respond to chargebacks efficiently, improving your win rate and protecting your revenue.
</Info>

### Payment Capture

For card payments using separate authorization and capture:

* View authorized but uncaptured payments
* Capture full or partial amounts
* Cancel authorizations when needed

## 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.

## 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

## 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

## Related Topics

* [Invoice Management](/invoices)
* [Processing Refunds](/invoices/refunds)
* [Stripe Integration Setup](/settings/integrations/overview)
* [Payouts and Deposits](/finance/payouts)
* [Sales Tax Report](/reports/sales-tax)