Editing Payments & Viewing Payment History

From the Edit Payment screen, you can change the date the payment was made, the amount of the payment, the amounts applied to invoices, delete the payment, refund the payment, and access the payment's history to see the time-stamped movements of the payment. There are three ways to get to the Edit Payment screen, which we will cover below.

From The Balance Sheet

The first way to get to the Edit Payment screen is through the client's Balance Sheet. You can access the client's Balance Sheet by clicking "view" next to the Balance just underneath the client's name in the client profile:

screenshot of client profile with red arrow pointing to view balance button

Once in the Balance Sheet, you may need to change the Status filter to show "All Items" to find the payment you want. You can also hide invoices from the list by changing the Type filter to "Payments":

screenshot of balance sheet with red box around status and type filters with red arrow pointing to red box

In the Balance Sheet, you'll see a list of all historical invoices and payments, and you'll see at a glance if a payment has had a refund issued against it and for how much. To access the Edit Payment screen, click the "Edit" button next to the payment:

balance sheet with red arrow pointing to edit button

From An Invoice

At the bottom of the Edit Invoice screen, there is a section listing any payments currently applied to that invoice. You can access the Edit Payment screen by clicking "Edit" next to the date of the payment:

edit invoice screen with arrow pointing to edit payment button

From The Client's Charge Screen

Clicking the "Card On File" tag in the client's profile or clicking to "Charge Client" from the Quick Actions menu will bring you to the client's Charge screen:

client profile with arrow pointing to card on file tag

client profile quick actions menu with red box around charge client button

From there, you can visit the "Payment History" tab to see a history of all payments on the account. To access the Edit Payment screen, click on the amount of the payment:

charge client screen payment history tab with arrow pointing to payment amount button

The Edit Payment Screen

Once you've reached the edit payment screen, you can edit various details related to the payment, delete the payment, or issue a refund.

Note: For more information on moving payments, see our help article for How To Apply A Payment To A Different Invoice.

To view the payment's history, click the "History" button just below the "Internal Note" textbox:

edit payment screen with arrow pointing to history button

From there, you can see the entire history of the payment, including who made the payment, when the payment was made, how the payment was made, which invoice(s) it was originally applied to, and any movements the payment has made since then.

payment history screen