Tracking Your Payments

Every payment headed your way, on one list — traceable back to the invoice it settles.

Overview​

When a customer pays one of your invoices, the platform records the movement of money as a payment transaction. The Transactions list is your view of that ledger:

• See every transaction where your business is a party — for payouts, you're the receiver.
• Check each payment's status, amounts, and the fee deducted on the way.
• Trace any transaction back to the invoice it settles.
• Understand what has to happen before your invoice shows as Paid.

The ledger is read-only — it's written by the platform as payments are processed. Your side of the setup is having a payment account ready to receive funds (see Add a Payment Account for a New Country).

Where to find it: Transactions from the left sidebar.

1Reading the Transactions list​

The list shows the most recent transactions first. Each transaction is one movement of money, with a transaction type:

What each transaction shows​

Opening a transaction shows the same information in full, plus the payment provider and any related transactions in the chain (e.g. the charge a transfer came from).

Filters​

The search box matches the provider references — paste the reference from your bank statement line to find the matching transaction.

2Statuses to expect​

3How the money arrives​

The payment method on a transaction tells you the mechanism the money moved by:

Which method carries your money depends on the payment account you receive into — you don't choose it per payment. Note that Net Amount is what lands with you: any provider fee on the movement is shown separately as Fee Amount.

4Tying a payment back to an invoice​

Every transaction records the document it settles — for your payments, that's one of your invoices. To reconcile:

1. Open the transaction and check its linked invoice — the transaction detail also carries the invoice identifier in its details block.
2. Or start from the invoice side: raise and track your invoices as described in Invoicing a Purchase Order, and watch the invoice's status.

What "paid" means for your invoice​

• Your invoice moves to Paid when a Succeeded transaction covering the full invoice total is recorded. The invoice's Amount Paid is set and nothing remains outstanding.
• If the customer's funding arrives in instalments, the invoice sits at Partially Paid in the meantime, with Amount Paid and Amount Remaining tracking progress — and you'll see one transaction per funding event, so a single invoice can be linked to more than one transaction.
• Once every invoice covering a purchase order is paid, the Paid step lights up on that PO's status stepper (see Working with Purchase Orders).

A Failed transaction never marks your invoice as paid — the platform records the attempt and holds the invoice's status until the problem is resolved.

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Tips​

• Reconcile by provider reference. The reference on your bank statement line matches the provider references stored on the transaction — search the list for it rather than hunting by amount.
• Expect the gross/net difference. If the amount landing in your bank is slightly below the transaction's Amount, check its Fee Amount — the Net Amount is the figure to match against your statement.
• Keep your payment account current. Payments flow to the payment account linked to your invoices. If you start trading in a new country or currency, add a payment account before invoicing.
• Watch the invoice status, not just the list. Partially Paid on an invoice tells you the customer has started funding it — the remaining transactions usually follow without you needing to chase.

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Troubleshooting​

"My invoice is approved but there's no transaction yet"​

Transactions are recorded when money actually moves. After the customer approves your invoice, their funds still have to arrive and be processed — bank transfers take time. If the invoice stays unpaid well past its due date, message the customer from the PO or invoice.

"My invoice shows Partially Paid"​

The customer's funding arrived short of the invoice total. The invoice tracks Amount Paid and Amount Remaining, and moves to Paid automatically when the rest arrives. No action is needed on your side unless it stalls — then chase the customer.

"A transaction shows Failed"​

The platform received a payment event it couldn't apply — typically a currency mismatch with the invoice, or an amount short of the total. Your invoice is not marked paid from that transaction. The customer's side usually needs to correct the funding; contact platform support with the transaction's provider reference if it doesn't resolve.

"The amount I received doesn't match my invoice"​

Check the transaction's Fee Amount — the Net Amount (amount minus fee) is what lands. Also check whether the invoice was settled across more than one transaction and sum the linked transactions.

"I can see a transaction but not the invoice it mentions"​

You can only open documents that belong to your business. If a transaction's linked document doesn't open, quote the transaction's provider reference to platform support and they can trace it.

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Need help?​

For questions about whether a payment is coming, message your customer from the PO or invoice — funding starts on their side. For questions about a recorded transaction, contact platform support with the provider reference from the transaction's detail view and the invoice identifier it relates to.