Transactions

In this section, you'll find a comprehensive overview of all the payments that have been processed on your account

Navigate to the "Transaction" section via the menu bar

^{For each invoice that has been processed, you'll find a snapshot overview, and most importantly, the "Transaction" number. This is important for contacting your payment processor for any questions related to the payment.}

Just a heads up InvoiceSherpa is currently not able to offer any support for payment issues. You'll need to reach out to your payment processor for assistance with any questions.

There are 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" - Only available for Propay customers

"Recent Bank Deposits" shows all the funds that have been deposited into your designated bank account through your payment processor. When you click on the + symbol, you'll get more information about the deposit, including the invoice(s) associated with the deposit.