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Track payments
Updated in the last 15 minutes

View paid, unpaid, and failed payments in your app.

Track invoice payments


Invoice Unpaid

Although your app sends numerous automatic notifications to users that the invoice is issued, sometimes it's useful for you to see who has an unpaid invoice to follow up manually. To view the unpaid invoices:

  1. Navigate to Community and select the "Companies" or "Users" tab.

  2. Tap on the "Invoices" column header, and all customers with due invoices will appear at the top of the list.

  3. Open a company or user's profile > Billing > Invoices > view or resend the unpaid invoice.

Invoice Payment Failed

Payments could fail for many reasons: your customer may not have a sufficient bank account balance, the customer's bank may be limiting online transactions, or something may not work in your payment gateway, and more. If your customer's invoice payment doesn't work, you may want to follow up in real-time to help them resolve the issue.

To view the invoices where payment has failed:

  1. Navigate to the Notifications page and view the recent history of invoice payments that failed.

  2. Tap the notification about the invoice to view the details.

You can also view a failed invoice payment of the particular customer on Community > select user/company profile > Billing > Transactions page.

Invoice Paid

Sometimes it's helpful to get a list of paid invoices for your finance or accounting. Here's how to do that:

  1. On your web app, go to the Analytics page by pressing the "Analytics" icon next to the location's name > tap Create Report top right.

  2. Select the "Invoices" report type > set the necessary start and end dates for the report period, status > tap Download to get the CSV file.

Note that notifications about all invoice payments appear on the Notifications page by default. If you don't see notifications about invoice payments, manage your settings on the Notifications page. Understand and manage notifications

Track one-off payments

Transaction canceled

Payments for one-off bookings or purchases can get a "Canceled" status if the user opened the payment page but didn't complete the payment and abandoned the process. To view the canceled payment, follow the next steps:

  1. Navigate to Community > select the user or company profile.

  2. Open the Billing > Transactions page and open the transaction with a "Canceled" status. An error message appears under the user's name.

The transaction status shows as "Pending" and changes to "Canceled" status if the user doesn't complete the payment within 15 minutes.

Transaction failed

The transaction status shows "Failed" if it was initiated by the user but was declined by the payment gateway for some reason, e.g. insufficient balance or the issue with the user's bank. To assist in resolving the problem, you may reach out to the user through chat. Troubleshoot failed transactions

To view the failed transactions:

  1. On your web app, go to the Analytics page by pressing the "Analytics" icon next to the location's name > tap Create Report top right.

  2. Select the "Transactions" report type > set the necessary start and end dates for the report period > select "Failed" status > tap Download to get the CSV file.

You can also view a failed transaction of the particular user on Community > select user profile > Billing > Transactions page.

Transaction paid

You may need to get a list of payments for your finance or accounting. For this, please follow a few steps:

  1. Navigate to the Analytics page by pressing the "Analytics" icon next to the location's name > tap Create Report top right.

  2. Select the "Transactions" report type > set the necessary start and end dates for the report period, status > tap Download to get the CSV file.

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