In the Business Center, when viewing payment details, there are different types of sections based on the status and type of payment.
Here's an overview of each type:
A. Paid Offline Payment
In this section, the payment is marked as PAID, and it is an offline payment. You can view an overview of the offline payment that was made. Additionally, there is information about the invoice details, the payer of the offline payment, and case details displayed below the payment overview table.
B. Paid, Partially Refunded, Refunded Credit Card Payment
In this section, when the credit card payment is within different statuses:
PAID status
You can view the overview of the credit card payment that was made, along with the invoice details, payer information, and case details. You can also request a refund payment and view the card details associated with the credit card used for payment.
PARTIALLY REFUNDED/ REFUNDED status
If the credit card payment is partially refunded or fully refunded, you can request more refund payments if needed.
C. Paid, Pending, Failed, Partially Refunded, Refunded ACH Payment
In this section, when the ACH payment is within different statuses:
PAID status
Similar to the credit card payment, you can view the overview of the ACH payment made, along with the invoice details, payer information, and case details. You can also request a refund payment and view the account details associated with the bank account used for payment.
PENDING status
For ACH pending payments, you can view the account details of your client's bank account.
FAILED status
In case of ACH failed payments, you can resolve the payment issue to ensure that your client's intended invoice payment is successfully made.
D. Pending, Failed Schedule Payment
Scheduled payments, when successful, are treated as paid credit card payments. However, if the scheduled payment encounters any issues, it can fall into the following statuses:
PENDING status
Similar to ACH pending payment, you can view the card details of your credit card for scheduled payments.
FAILED status
For scheduled payments that failed, you can resolve the payment issue to ensure that your intended invoice payments are successfully made.
By understanding the different types of payment sections in the Business Center, you can efficiently manage and track payment details, and refunds, and ensure smooth financial transactions within your organization.