Payments Overview - Getting Started

Payments Overview - Getting Started

The Payments tool lets you accept payments from customers quickly and securely. You can use it to:

  • Invoice: Send an invoice your customer can pay online.

  • One-time Charge: Charge a specific amount at any time.

  • Online Commerce: Manage payments from your online store or scheduling system.

  • Subscriptions: Automatically charge a fixed amount on a recurring basis.

You can also use the Payments tool to manage your customers, point of sale, reports, and settings.




Getting Started

You'll need to complete a setup wizard the first time you use the Payments tool.
  1. Click the Global App Bar in the top-left corner of your screen.
  2. Select Payments.

  3. If you haven't set up the app, you'll see a welcome message. Click the blue Unlock Payments button to start the setup wizard.


The Control Panel

The Control Panel gives you a high-level overview of your revenue and payment activity. To access it, click on the Global App Bar and select Payments.

Overview

On this page, you can see your total revenue for the last 30 days, as well as new and repeat customers, transactions, and refunds. The graph on the left visualizes your revenue trends.
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Below the graph, you can see your payout information. The top number shows how much is scheduled for your next payout. The second number shows your last payout amount.
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One-Time Payments

The One-Time Payment page is for quick, single charges. It works well for payments you collect over the phone or when a detailed invoice isn't needed.
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  • Add a payment: Click the blue Add One-Time Payment button.

  • Add a customer: If you enter a one-time payment for an existing customer, the payment will be attached to their profile. If you enter information for a new customer, a profile will be created automatically.

The sales graph shows all one-time payments from the last 90 days. You can also view a list of all transactions and filter them by status: paid, refunded, or failed. To refund a payment, click the vertical ellipses next to the transaction.
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Subscriptions

The Subscriptions dashboard provides an overview of your recurring payments.

  • The Assigned Subscriptions page shows a list of customers who have subscribed and a graph of your monthly recurring revenue. Click Start New Subscription to sign a customer up.
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  • The Plans page shows a list of your subscription plans. Click a plan name to manage its details and pricing. Click the blue + Add New Plan button to create a new one.
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Invoices

The Invoices tab lets you view, manage, and create invoices.
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  • Overview: The top of the page shows how many invoices are paid versus unpaid. You can also see your overdue and not due yet amounts.

  • List of Invoices: Below the overview is a list of all your invoices. You can use the pre-built filters at the top to sort them by status.

  • Create a new invoice: Click the blue + Add New Invoice button. For more information, see our guide, How to create new invoices.

  • Manage invoices: Click on an invoice number to see its details. You can charge a customer, resend an invoice, or download a PDF. You can also click the vertical ellipses to edit or delete an invoice, but only before you send it or it's paid.



E-Commerce

In the E-Commerce tab, you can track purchases from your online stores. You can view all transactions, see customer profiles, and quickly issue a refund.
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  • Search and filter: Use the search bar to find a specific transaction or filter by source, date, or amount.

  • Transaction list: You can view all transactions in one list or filter by paid, refunded, or failed status.

  • Refund: Click the vertical ellipses to the right of a transaction to issue a refund.



Point of Sale

The Point of Sale tab gives you an overview of all sales and customers from your Point of Sale App. Like the other dashboards, you can view a sales graph and a list of all transactions, which can be filtered by status.
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Customers

The Customers tab shows a list of all your customers.

  • Search: Use the search bar to quickly find a customer.

  • Manage: You can select multiple customers to delete them in bulk, or click on a customer's name to view their details.

  • Add a customer: Click the blue + Add Customer button.

Click on a customer’s name to view their details. Use the Update Details button to modify any information. You can see the customer’s current balance here. To add a card to a customer’s account, click the + Add Card button and entering the billing information. Below that, view all of the invoices associated with this account. 

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Payouts

The Payouts dashboard shows your payout balance. You can see the exact amount of payments, refunds, and adjustments that are on their way to your bank.
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  • Payout history: Below the overview, you'll find a list of all your payouts. You can search by amount, bank, date, and status.
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  • Troubleshooting: If a payout is missing from your bank account, click the Where's My Payout? button at the top of the page for instructions on how to resolve the issue.
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Reports

The Reports tab gives you a full overview of all transactions in your account, including charges, refunds, failures, disputes, and adjustments. You can see the descriptions you've added to invoices to better understand each transaction. How to issue a refund or settle a dispute.
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Settings

The Settings tab lets you edit your payment information and account settings.
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Use the tabs on the left to navigate:
  • Account Information: Edit your business name, address, and other information. You can also disable your payments account here.

  • Tax Details: Make secure changes to your tax information.

  • Tax Rates: Add pre-defined tax rates to use on your invoices.

  • Bank Accounts and Scheduling: See which bank account is connected and change your payout schedule (e.g., from daily to weekly).

  • E-Commerce Integrations: Find your Merchant Account ID to integrate with third-party e-commerce platforms.

  • Manage Payment Devices: Add or manage your card readers. How to connect a Marketing 360® Terminal to Payments.

  • Accounting Integrations: Connect with third-party accounting platforms like QuickBooks.

  • Locations: Add and manage different business locations.


Video tutorial

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