The Payments page is designed to help inform you of the successful and failed transactions in your organization. To locate this page in your web dashboard, go to Invoices > Payments.
Under the 'status' column, you can see whether a payment has successfully been processed. By hovering over the 'succeeded' or 'failed' status of a payment, you can gather more information, such as:
- Any error messages Optix has received from your payment gateway
- Indications of the payment type (automatic, manual), or
- Which invoice the payment is affiliated with
By clicking on a payment, you will be routed to the associated invoice, which includes information regarding the transaction history, the remaining balance, and the due date.
By adding filters like a date range, payment status, and payment method, you can sort through your transactions at a more granular level. This way, you can stay on top of your revenue stream, or notify users whose payments have failed.
Need more info on Invoices?