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Adding an Existing Payment

Steps for adding an existing customer payment when it shows up in your payment processor Dashboard but not in Urable.

NOTE:

  • When a customer payment is present in your UrPay/Stripe/Square Dashboard but not in Urable, you can now add it to Urable as follows

  • See below for unique steps within each payment processor

UrPay

  • Open up UrPay Dashboard (Pulse)

  • Transaction Search > More Filters > Customer ID (paste ID*) > Search

    • see below to locate Customer ID in Urable

  • Locate the successful payment

  • Copy transaction ID (see screenshot)

  • Go back to Urable and to the job that is missing payment

  • Add > Payment > UrPay > Add Existing Payment > Paste transaction ID > Submit

Stripe

  • Open up Stripe Dashboard > Transactions

  • Locate Payment > Click into it > Copy Payment ID (see screenshot)

  • Go back to Urable and to the job that is missing payment

  • Add > Payment > Stripe > Add Existing Payment > Paste transaction ID > Submit

Square

  • Open Square Dashboard on a browser

  • Payments & Invoices > Transactions

  • Locate Payment > Click into it

  • Within the URL bar, copy the payment ID (letters & numbers between “transactions/______/” (see screenshot)

  • Go back to Urable and to the job that is missing payment

  • Add > Payment > Square > Add Existing Payment > Paste transaction ID > Submit

*To locate Customer ID in Urable

  • Navigate to the job that is missing the payment in Urable

  • Click into the customer profile (click on customer name)

  • Copy the Customer ID in the URL line (letter and number combo after the /)

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