Payments

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 video tutorial for payments you can add a payment gateway in the settings → payment gateway to add more payment methods go to payments tab, you will find this page as shown below 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 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 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