This article covers the CRM Payments page specifically — viewing and managing individual payment records. For the end-to-end billing workflow including invoice generation and AutoPay, see CRM - Billing Process.
Navigating to Payments
Navigate to CRM in the left-hand navigation, then select Payments from the top ribbon. The Payments page lists all payment records across your customers.
Viewing and Filtering Payments
Use the search bar to find payments by customer name. Click the filter icon to the right of the search bar to filter by status (settled or unsettled), date range, payment method, and other criteria.
Payment Method
The payments list includes a Method column that shows the specific payment method used for each transaction — for example, Visa, Mastercard, ACH, or Cash. Use this column when reconciling against a processor statement or when you need to distinguish between specific card types or payment types.
You can also filter the list by method using the Method filter above the list.
Payment Status
Status | Meaning |
Settled | The payment has been applied to one or more invoices. No further action required. |
Unsettled | The payment is on account and has not yet been applied to any invoice. Unsettled payments can be applied manually (see CRM - Allocating Pre-payments and Overpayments) or automatically via Auto-Settle (see CRM - Auto-Settle Payments). |
Actions on a Payment Record
Click the three dots to the right of a payment to access available actions:
Action | What It Does | When Available |
Void | Cancels the payment in full without creating a separate refund transaction. | Same-day cash, check, or credit card payments only (before the register is closed). |
Refund | Opens the Pay Modal to issue a refund back to the original payment method. Adjust the amount for a partial refund. | When Void is not available — typically prior-day or prior-period credit card payments. |
Edit | Update payment details such as date or notes. | Always available. |
Bounce Check | Mark a check or ACH payment as returned or bounced. This reverses the payment and creates a bounced check record on the customer account. | Check and ACH payments only. |
Auto Settle Settings | Configure whether and how this payment is automatically applied to matching invoices. See CRM - Auto-Settle Payments. | Always available. |
For step-by-step refund instructions, see CRM - Refunding Credit Cards and ACH Payments.
Running AutoPay
The Auto Pay button in the top-right corner of the Payments page runs a batch autopayment against all customers with a saved default payment method and open invoices. See CRM - AutoPay for full setup and run instructions.