Managing Payments, Payouts, and Refunds

Use the Payments Tab

The Payments tab is the operational finance view for collected payments, upcoming payouts, outstanding balances, and refund actions.

1. Open Financial Hub

   Go to Financial from the main sidebar.

2. Open Payments

   Select the Payments tab.

3. Review the top summary cards

   Check available balance, pending balance, outstanding invoices, and upcoming payouts.

Tips

• Start with the summary cards, then move down into Outstanding, Paid, and Upcoming Payouts

Review Outstanding Invoices

The Outstanding section shows open invoice balances that still need to be collected.

1. Open the Outstanding section

   Review invoices that still have remaining balances.

2. Check due dates and balances

   Use due date, remaining amount, and partial payment details to understand collection status.

3. Open the invoice if action is needed

   Use Open Invoice to jump directly into the invoice editor.

Review Paid Activity and Payout Timing

The Paid section shows successful payments with gross amount, fees, net amount, payout status, expected availability, and payout destination details when available.

1. Review paid entries

   Look at collected payments and their payout status.

2. Check gross, fees, and net

   Use the amount cards to understand processing fees and net proceeds.

3. Watch payout timing

   Check payout date, expected availability date, and destination details to understand when funds should arrive.

Tips

• Use payout status and expected availability together to understand cash movement timing
• If a payout destination is shown, use it to confirm which connected payout path the payment is following

Track Upcoming Payouts

The Upcoming Payouts section shows pending payout activity heading to your connected payout destination.

1. Open Upcoming Payouts

   Scroll to the payout section inside the Payments tab.

2. Review estimated arrival

   Use the estimated arrival date to understand when the payout should land.

3. Check payout method and status

   Review the payout method badge and current payout status.

Manage Payout Settings

If payout timing or bank destination details are missing, you may need to complete or update your payout account settings.

1. Look for payout connection warnings

   If the system says payouts are not connected, connect or complete your payout account setup first.

2. Click Manage payout settings

   Use the Manage payout settings button at the bottom of the Payments tab.

3. Complete account details

   Update the connected payout account, banking information, or required verification details as needed.

Important notes

• Without a connected payout account, payout timing and bank deposit data may be incomplete

Issue Full or Partial Refunds

Refunds can be started directly from eligible paid payment rows in the Payments tab.

1. Find the paid payment

   Open the Paid section and locate the payment you want to refund.

2. Click Issue refund

   If the payment is refundable, the row will show the Issue refund button.

3. Choose Full or Partial

   In the refund dialog, choose whether to refund the full payment or only part of it.

4. Enter refund details

   If partial, enter the amount. Choose the reason and add a custom reason if needed.

5. Confirm the refund

   Submit the refund request and wait for the ledger to refresh.

Tips

• Use partial refunds when only part of the payment should be returned
• Check the remaining refundable amount before entering a partial refund

Important notes

• Some payments may show a refund restriction instead of the refund button
• Refund processing may update payout totals and ledger values after submission