Transactions

Here you'll find an overview of all processed payments

Go to the "Transaction" section in the menu bar

For each invoice, you'll find a snapshot overview and the "Transaction" number, important for contacting your payment processor for any payment-related questions.

InvoiceSherpa is currently unable to assist with payment issues. Please contact your payment processor for support.

Two management options:

  • Retry Posting Payment - If the "Posted to Accounting Platform" status is "No"
  • Refund Payment - For ACH/eCheck, you will always need assistance from your payment processor

"Recent Bank Deposits" - For Propay customers only

"Recent Bank Deposits" shows all the funds deposited into your bank account via your payment processor. Clicking on the + symbol provides more deposit details, including associated invoice(s).

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