InvoiceSherpa - Payment Processing Tab

Welcome to this tutorial, where we'll be your guide through the Platforms Payment Processing section of the platform. During this tutorial, you'll gain valuable insights into viewing recent transactions, customizing the number of displayed transactions, and efficiently searching for specific transactions using customer names or invoice numbers.

We'll explain the essential information presented in the main section, including payment amount, payment method, invoice number, and transactional ID. This will enable you to keep track of your payment activities effectively.

Furthermore, we'll demonstrate how to handle payment issues like a pro. You'll learn how to open a query with your payment processor and perform actions such as retrying to post payments or issuing refunds seamlessly.

Invoice Sherpa - Payment Processing Tab

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