Viewing the list of payments

To view the list of payments of all accounts, go to Payments (see Navigation).

The list includes the following columns:

• ID — the unique identification number of a payment (see Viewing payment details).
• Payment number — the payment number as it is defined in the system settings (see General system settings).
• Account — the name of an account linked to a payment (see Viewing and updating account's details).

• Status — the payment status (for details, see Payment types).

  Payment statuses:

  • Waiting for payment (waiting_for_payment — in the API methods) — the initial status of a new payment. A payment is created and not yet completed.
  • Expired — a payment is not completed before the due date.
  • Cancelled — a payment is cancelled.
  • Receipt creating (receipt_creating) — a manager manually prepares a receipt (see Processing a payment that requires manual receipt creation).

  • Receipt sent (receipt_sent) —  a manager sent a manually prepared receipt to a customer.

  • Processing — a temporary status while a payment on the payment gateway side is processed. In the Processing status, all operations for a payment are not available.
  • Completed — a payment is processed (a customer paid for a payment).
  • Paid from balance (paid_from_balance) — a customer paid for a payment using the account balance.

• Due date — the date when a payment for rendered services gets the Expired status if it is not completed (see Payment for rendered services). 
• Payment method — the selected payment method (see Configuring Payment Methods).
• Discount — the discount amount.
• Total — the total amount of a payment.
• Balance — the account balance at the Closed at moment.
• Manager — a manager responsible for processing a payment.
• Created at — the date and time when a payment is created.
• Closed at — the date and time when a payment got the Completed, Paid for balance, or Cancelled status.

The payments report (see Exporting a list as a file) includes the following columns: