You can see the payments you’ve received or are expecting in the Payments tab, under Accounts Receivable.
Find a payment
Click Payments in the left menu.
To find a specific payment, type the payer’s name in the Search receivable field.
Use the tabs and the search bar to narrow the list:
All: every payment in the selected period
Open: payments that are not yet complete
Complete: payments that have been paid
Scheduled: payments set for a future pay date
Understand each row
Each payment shows:
Payment From: the person or company that sent the payment
Role: your role on the payment, if one is listed
Description: what the payment is for, if one was added
Amount: the amount of the payment
Status: the current state of the payment
Type: the kind of payment
Pay Date: the date the payment was made or is scheduled to be made
Created Date: the date the payment was created
Change the date range
If you are not seeing your payment, make sure to check the date range.
Click All filters above the list.
Set the start and end dates under Date Range.
Click Close. To return to the default range, click Clear.
