Find a transaction

Filter the Transactions list by status or by client to find a charge, refund or payment request, and open what it paid for.

The Transactions tab lists every charge and refund for the clinic, newest first. Each row shows when it happened, who paid and what it paid for.

Steps

Open Payments and select the Transactions tab.
Pick a status filter: All, Paid, Pending or Failed.
Read the row. Date shows when it was paid (or created, if not paid yet). Client names who it belongs to. Product or service names what it paid for; a refund also shows Refund and its reason. Source shows where it came from (such as Order, Membership, Checkout, Link or Manual, or a payment recorded outside Oben). Amount shows any discount code or saving under the price, then Status.
Select Actions ▾ on a row to open the client, the order or the membership, or to act on the payment.
Use the page numbers at the bottom to see older transactions.
To see one client's payments, open the client and select their Billing tab. The Activity view lists their charges, refunds and payment requests with dates, and any Purchases recorded outside Oben, with the amount when one was given.

When the list is filtered to one client, a chip with their name shows at the top. Select its × to clear it.
Status reads Paid, Refunded, Pending confirmation (the processor has not confirmed it yet), Card held, Needs client action or Failed.
A payment link you sent shows Open request until the client pays. You can withdraw it with Cancel request in Actions ▾, or copy it again with Copy payment link. It reads Canceled once the processor confirms.
A payment recorded outside Oben that was voided shows Voided. A test payment shows Test.
Open client and Open membership appear only for staff who can also open Clients.
Failed payments that need follow-up are also in the Recovery tab.