Read customer payment and deposit statuses

Before you begin

• Access to the relevant appointment, order or quotation.

Open the right workspace

1. 1Sign in and open Dashboard.
2. 2Choose Appointments from the dashboard navigation.
3. 3If the item is not shown, ask an owner to check your access and the account package.

Read the correct payment record

1. 1Open the customer transaction and locate its displayed payment or deposit status.
2. 2Match the amount, currency, customer and reference before taking action.
3. 3Read whether the record is pending, paid, failed, refunded or another state your account displays; do not infer a state that is not shown.
4. 4Use only the payment actions available for that record and your role, and verify the resulting row or receipt after a permitted action.
5. 5Treat subscription invoices in Billing as a separate account expense from customer payments or deposits in Appointments.

If something goes wrong

• For a discrepancy, collect the non-sensitive transaction reference and use Support; never include full card data.
• If the payment result is pending or unknown, do not resend or mark it paid manually; recheck the record and displayed status first.
• If the problem remains, open Support and describe what you expected and what appeared.