1. Payments Tab
Go to the Payments tab from the sidebar. It opens on Client transactions, alongside separate tabs for Account debits and Bank transfers.
Filter by Payment Status: Pending, Scheduled, Executing, Expected, Executed, or Failed
You can also filter by Executed Date, Trip End Date, Client, Charge Type, and Transaction Type
View and manage payment activity across all clients
2. Booking Detail View
Open any booking via the Bookings tab or Calendar
Click the Audit trail tab, then the Payments filter, to view all payment attempts with amounts, method, and status — along with anything still scheduled. See Understanding the Booking Audit Trail.
