Finance & cash

Review payments and refunds

Find recorded payment activity without entering it twice.

1 min readUpdated
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Step by step

  1. Open Finance → Payments to review recorded payments.
  2. Use the available search and date filters to find the transaction.
  3. Open the underlying document to review the payment reference and balance.
  4. Open Finance → Refunds to review refund records and their original sales.

Good to know

Check the original sale before recording another refund or payment after a timeout.

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Available actions depend on your role, enabled modules and plan.

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