Navigate to the Payments page by clicking on the Payments button in the top right corner of the Billing Advanced tool. In the Transactions section of the Payments page, you can view a list of pending transactions, a list of completed transactions, and any disputed payments.
Transactions List
In the Transactions section of the Payments page, you can view a list of your transactions, separated into “Pending” and “Completed” tabs.
Click Pending to view all transactions that have not yet been paid, and Completed to view all transactions that have been paid. Transactions in each list include the following details:
- Date: date of the initial request
- Payor: the name of the project contact who received the email request. (In the case of generic link requests, the Payments App will suggest a likely payor.)
- Account Name: the name of the bank account the money was paid to
- Reference ID: a unique reference number generated when the payment request is first sent or the reference ID entered when creating an ad-hoc payment request
- Invoiced: the invoice total
- Status: an icon indicates whether the payment is pending, voided, completed, or refunded
- Received: the amount received
You can filter these transaction lists by date range or by account using the dropdown filters at the top.
Processing Fees
Processing fees for payments are batched together and charged once per day. These batched processing fees appear in the Completed transactions tab, with their description reading “Batch fee for payment batch [ID].”
The processing fee for an individual transaction can be found in that transaction’s flyout.
Suggested Payor
Payments made using generic links may have a “suggested payor” option, where the Payments App suggests the likely payor, based on the contact information entered in the transaction and on Filevine contact information.
If you see “Suggested: [name]” in the payor field of a completed transaction, you can click on the transaction to open the flyout. In the flyout, click Accept to select that name as the payor. That payor name and, if available, email address will then be listed in the payor field.
Transactions Flyout
Click on a transaction in the list to open the transaction details flyout. Here you can view the transaction details, generate a link, and void or refund the transaction.
Pending transactions can be voided and completed transactions can be refunded. To void a transaction, click Void Transaction at the bottom of the flyout. The transaction will show an “x” icon instead of an hourglass icon, indicating the change from pending to voided.
To refund a transaction, open a completed transaction and click Issue Refund at the bottom of the flyout.
To generate a link to pay the transaction, click Generate Link in the transaction’s flyout. This link can be used to pay the transaction amount, just like the link in the email.
Disputes
In the Disputes tab of the Payment page, you can handle any charges disputed by the recipient. Here, you can review the details of a disputed charge and select evidence to submit against the dispute.
Note: If you have a disputed charge, a banner shows at the top of the Transactions section to alert you.
Click the Disputes tab to view a list of any disputes and their details and statuses, which are as follows:
- Pending: a charge has been disputed and requires action from you
- Review: the submitted evidence has been sent for review
- Won: the dispute has been decided in your favor and closed
- Lost: the dispute has been decided in the favor of the customer and closed. The account with the dispute will be charged.
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