website logo
⌘K
πŸ’ΌGetting started with MYFUNDBOX
PRODUCTS
πŸƒPlans
πŸš€Pay Link
πŸ“„Invoices
πŸ“ŠDashboard
PAYMENT GATEWAYS
🏧Payment Gateway
Stripe
Paypal
GoCardless
CUSTOMERS
πŸ‘¦Profile
πŸ‘€Customers
πŸŽͺCustomer Portal
SUBSCRIPTIONS
πŸ“œManage Subscription
πŸ“ͺDisputes
πŸ’ΈPayments
πŸ“ΉPayouts
COMMUNICATIONS
πŸ“‘Communications
πŸ“§E-mail notifications
πŸ”—Configurations
CUSTOMIZATION
πŸ“Customize your checkout page
REPORTS & IMPORTS
πŸ“ˆAnalytic / Reports
πŸ“¦Import
TAX & COUPONS
πŸ’°Tax
🎫Coupons
🎟️Promotion code
↔️Difference between coupon code and promotion code
TEAMS/USERS
πŸ§‘β€πŸ€β€πŸ§‘Teams/User Creation
πŸ‘₯Affiliate account
Docs powered by
Archbee
SUBSCRIPTIONS

Payments

7min

In Payments, We can keep track of all the types of transactions One-Off and Recurring (Success, Cancel, Failure, and Refund). It accepts all types of Payments, including Cash payments.

You can add a payment gateway in the Settings β†’ payment gateway to add more payment methods.

Go to Payments tab, You will find this page as shown below:

Document image
ο»Ώ

When the transaction status is successful the payment Status is OK, when the transaction status is failure then the payment status is failed, when the transaction status is Refund then the payment status is Refund and when the transaction status is In progress, Pending, Refund Resolved, Other, Disputed, Dispute Resolved, Dispute Cancel then the payment status will not be shown in the payment list.

Payments Status:

Document image
ο»Ώ

By clicking "more info" button on the right side, A pop up appears where the Plan, Payment method, No.of billing cycles, Amount, Transaction date, Status shown here.

You can change the payment status of the customers as OK, Pending, Failed, Refund, Cancelled, In Progress manually for the respective transactions made by the customers.

Date Filter:

You can customize your dates by filtering from the date filter by clicking on the filter icon to display the transactions of a Week, a Month & a Year, etc.

Document image
ο»Ώ

Payments filter:

This filter is used to filter the active free trial plans of your customers. Through this filter, you’ll be able to locate and view the expiration date of your customer’s free trial plan as well as the date they’re due to make their payment.

Import Options:

You can download the details in the list form by clicking on the CSV/Excel/PDF icons as it can be used for offline verifications as shown below:

Document image
ο»Ώ

Video tutorial for Payments:

ο»Ώ

ο»Ώ

Updated 25 Jul 2023
Did this page help you?
PREVIOUS
Disputes
NEXT
Payouts
Docs powered by
Archbee
TABLE OF CONTENTS
Payments Status:
Date Filter:
Payments filter:
Import Options:
Docs powered by
Archbee