Payments Tab

Going to the "Payments" tab will disclose all of your current Payment Streams and your recent Payment History. You can view the details of each Payment Stream by clicking the more actions icon (3 vertical dots) at the right of each specific Payment Stream and then clicking on Details.

You can add new Payment Streams by clicking the Create Payment Stream button at the bottom of the window.

Additionally, you can do the following on the "Payments" tab as well:

  • Pause, Resume, or Delete a Stream by clicking on the more actions menu (3 vertical dots on the far right)
  • Add a customer to a Stream by clicking on the more actions menu (3 vertical dots on the far right)
  • Pause all Streams (by clicking the Pause All Streams button at the bottom of the window)
  • Resume all Streams (by clicking the Resume button at the bottom of the window)
  • Sync (by clicking the Sync button at the bottom left, it will sync all recent transactions to your accounting software)

View Which Customers Are In A Stream

You can view which customers are in a Stream by:

  1. Clicking on the more actions menu (3 vertical dots on the far right)
  2. Click on “Details”
At the bottom you will see all customers currently assigned to that Stream.

Pause a Customer

You can pause a customer by:

  1. Clicking on the more actions menu (3 vertical dots on the far right)
  2. Click on “Details”
  3. Click on the more actions menu (3 vertical dots on the far right) next to the customer’s name
  4. Click on Pause

Pausing the customer will essentially hide them from the Payment Stream, so you will need to re-add them to the Stream once you’re ready to begin processing their payments again.
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