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).