Easily keep track of all your transactions and access detailed information about your payments and transfers in a single place.
💸 Transactions dashboard
The Transactions dashboard lets you know the total amount of money you generated from your payment links and track the transactions from your customers to your payment links and the transactions from Payments to your bank account:
Total amount of money you currently have on your Payments app and that can be transferred to your bank account. The pending balance shows payments that will be available in your current balance in 2-3 days.
Click this button to download your transactional data or invoices and receive them by email. To learn more, check our dedicated section Download your transactional data and invoices.
Transfer to your bank account
Click this button to transfer your current balance to your bank account. To learn more, check our dedicated article Transfer your revenue from Payments to your bank account.
For payments, Reference is the name of the payment link from which your customer purchased your products or services. For transfers, Reference is the name of your bank account holder.
Click the Reference of your payment link to access detailed information on your payments or transfers such as:
Name, email, billing and shipping addresses of your customer. But also products and services purchased, amount of money spent, payment link used and date of purchase.
Name of your bank account holder, IBAN, amount of money transferred and fees applied.
Value and With
There are two types of transactions on your Payments app:
- +€xx.xx corresponds to payments made by one of your customers. Value is the amount of money received, and With is the name of the customer.
- -€xx.xx corresponds to transfers made from the Payments app to your bank account. Value is the amount of money transferred, and With is the name of your bank account holder.
Reference of the invoice associated with the payment. To learn more, check our dedicated section in our article Part 1: Create a payment link.
The transfer has not yet been received on your Payments app or bank account. Money will be available in your Payments account within 3 days of the payment date, once it has been approved by your bank. The payment or transfer is complete, which means that if it is a payment, it is calculated on your current balance, and if it is a transfer, you can see it on your bank account. The payment or transfer could not be completed. There can be many reasons why a payment or transfer has failed. To learn more, check our dedicated question in Payments - FAQs.
Date on which the payment or transfer has been completed.
📥 Download your transactional data and invoices
You can download the data available in your Transactions dashboard: all your transactional data and invoices.
- Go to Payment Links > Transactions.
- Click Download.
- Download transactions, or
- Download invoices.
You will receive an email with an attachment containing the requested data.
🧾 Customize invoices
You can generate and send an invoice to your customer and yourself after each payment. You can change the default footer text in your invoices.
- Go to Payment Links > Settings.
- Go to the Invoices tab.
- Type a default footer text to display on your invoices. The default footer text is legally binding.
- Click Save changes.
🪝 Set up webhooks
Every time a successful payment happens, we will send the payment info (billing and shipping info, and products purchased) to the URL you fill in. To learn more, check our dedicated API documentation.
- Go to Payment Links > Settings.
- Go to the Webhooks tab.
- Fill in the URL to which you want to send the payment info.
- Click Save Changes.
⏭️ What's next?
- What is Payments?
- Part 1: Create a payment link
- Part 2: Share payment links with your customers
- Part 3: Transfer your revenue from Payments to your bank account
- Payments - FAQs
- Manage your payment links