The Payments Tab is located under the Sales page and provides a complete history of payment transactions. This section allows you to track all payment activities efficiently, offering detailed insights into each transaction.
Key information displayed includes:
Transaction ID: A unique identifier for each transaction.
Type: Specifies whether the transaction is a collection or refund.
Order ID: The order linked to the transaction.
Status: Indicates whether the payment has been completed or is still pending.
Amount: The total amount involved in the transaction.
Method: The payment method used or intended to be used.
Date and Time: The exact moment when the transaction occurred.
Collection Method: Details on how the payment was collected.
Sales Rep: The sales representative associated with the transaction.
Email: The email address of the sales representative.
Additionally, under the Options (Three Dots) menu, depending on the payment status, you can:
Download or share the payment receipt.
Issue a refund for completed payments.
Resend the payment link for pending payments.
Copy the payment link for easy access.
This structured layout ensures that managing and reviewing all payment-related activities is both straightforward and efficient.