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Payment Activity dashboard

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Dashboard

The Payment Activity section houses all information about transactions processed in the software, including refunds, voids, errors, and declines. The default tab is a simple list view with key information about each transaction.

  • Search
  • Payment date
  • Name of the cardholder or account holder (may not match the name on their record in Customers)
  • Payment type
  • Payment amount
  • Payment status

Viewing payment details

Click the magnifying glass next to any payment in the list to view payment details. The page header displays the Payment ID, Transaction Date & Time, Amount, and Settlement Status.

Project Details (if applicable) includes the Project Name and Customer Name. If the payment was voided, details about the void appear in this section.

Payment Method  includes detail about the payment method used, account holder details, and the address verification results.

Line Items details what line items from the invoice were covered with the payment.

Total Amount is the sum of the line items, which is the total amount collected from the customer.

Refund or cancel a payment

Use the Refund or Void button at the bottom of the page to reverse a payment. Funds are automatically returned to the original payment method. 

  • If the payment was same day and has not settled, you will see a Void button. This means you can still cancel the payment and your customer will not be charged. 
  • If you see a Refund button, your customer has already been charged and a refund will have to be issued to undo the original payment. 
  • Partial refunds are not permitted in Project 2 Payment. You can process a partial refund in the merchant portal to get the funds back to your customer, but the refund will not be reflected in Project 2 Payment. 

Resend the payment receipt

Use the Re-Send Receipt button to send another copy of the payment receipt by email. When clicked, you will see a pop-up window pre-populated with the original email address.  

You can change the email address and/or add more email addresses as recipients. When ready, click the Send button.

Take a payment

The Take Payment action in the upper right corner is a quick pay option you can use to collect payment without creating a project.