Transaction History for Recurring Payments
Go to the Home Page
Click on the recurring payment you want to review
Find the Transaction History section
Click on a transaction to see more information, including dates of payment, amount sent to the payee, and payment status
Transaction History for Active One-Time Payments (Home Screen)
For one-time payments in Draft, Sent, In Progress, or Failed status:
Go to the home page
Open the "One-Time Payments" section
Click on the transaction you need to review
Transaction History for Completed, Refunded, or Cancelled One-Time Payments (Activity Page)
For one-time payments that have been Completed, Refunded, or Cancelled:
Log in to your Chexy account
Navigate to the Activity page
Use the filters (e.g., "One-time payments", "Completed", "Refunded", "Cancelled") to find the specific transaction
Click on the transaction to view more details
Notes:
Transactions are generally listed chronologically. Individual card charges for a single invoice are grouped together, but payments to different payees are not grouped across your entire history.
If a one-time payment is in Draft status, clicking it will let you resume sending that payment.
Downloading Receipts & Invoices
You can download a receipt for any completed Chexy payment:
Log in to your Chexy account
From your payments, click on the payment you want a receipt for
In the list of transactions, select one of the completed payments
Click "View receipt" to open it
From there, you can download, print, or save the receipt (for example, as a PDF) for your records or to share with your landlord or institution.
Managing Scheduled Payments
When using Chexy for scheduled payments, various situations might arise, such as flagged accounts, pending verification, or issues with payees not withdrawing funds.
Resolving Account Flags
If your Chexy account was flagged and the issue has been resolved:
Sign In: Log in to your account at app.chexy.co
Reactivate Payments: Reactivate any payments promptly to avoid missing a payment on its scheduled date
Ensuring Successful Scheduled Payments
To prevent missed payments, make sure the following are in place:
Your card is active and has sufficient funds. Payments will process automatically on the scheduled date if these conditions are met.
If activation is required for your payment, complete this setup before the charge date.
Handling Payment Delays During Manual Review
While your account is under manual review, follow the next steps outlined to you and reach out to Chexy Support. For PAD payments specifically, PAD requests are marked as "accepted," and your payees will not experience delays.
Tips for Smooth Payment Management
Regularly monitor your account to ensure all payments and settings align with your payment needs
Address any account flags or verification issues promptly to avoid disruptions
Reach out to Chexy Support if you experience difficulty managing your payments or confirming payment statuses