Payment Requests Tab

Accessing the Payment Requests Tab

1. Navigate to the Project Page where you want to view payment requests.

2. Click on the "Payment Requests" tab, located to the right of the "Financial" tab.

Understanding the Payment Requests Table

The Payment Requests tab contains a table displaying all processed payment requests, with the following columns:

• Requested Date – The date the payment request was initiated.

• Request Number – A unique identifier for each payment request.

• Status – The current state of the payment request:

  • Processing – Payment is pending and awaiting confirmation.

  • Requested – Payment has been sent but not yet responded to.

  • Succeeded – Payment was successfully processed.

  • Failed – Payment request was unsuccessful.

• Recipient – The name or entity receiving the payment.

• Memo – Additional notes or details about the request.

• Amount – The total requested payment amount.

Actions Based on Status

Each payment request includes specific actions based on its current status:

Succeeded

• Action: "View Receipt" button

• Tooltip on hover: "Payment processed"

Processing

• Action: No available actions

• Tooltip on hover: "Payment received and processing"

Requested

• Action: "Cancel Request" button (triggers a confirmation modal)

• Tooltip on hover: "Payment has been requested"

Failed

• Action: "Retry Request" button (re-opens the payment request modal for resubmission)

• Tooltip on hover: "Payment failed: {Reason}"

• Possible Failure Reasons:

  • Declined

  • Do not honor

  • Expired card

  • Fraudulent card

  • Incorrect payment information

  • Insufficient funds

  • Invalid security code

  • Invalid expiration date

  • Lost or stolen card

  • Processing error

  • Unsupported card type

Requesting a New Payment

To initiate a new payment request:

1. Click the "Request Payment" button in the top-right corner of the Payment Requests tab.

2. The "Request Payment" modal will open.

3. Fill in the required payment details.

4. Click Submit to process the request.

FAQs & Troubleshooting

Why can’t I see the Payment Requests tab?

Ensure you have the necessary permissions to view financial details within the project.

How do I retry a failed payment request?

Click the "Retry Request" button next to the failed request. This will open the payment request modal with pre-filled details (excluding the email message).

Can I cancel a payment request after it has been submitted?

Yes, if the payment is still in the "Requested" status, you can click "Cancel Request" to open a confirmation modal and cancel the request.

What happens when a payment request is processing?

Processing payments cannot be canceled or modified. Once completed, they will either succeed or fail, triggering the appropriate actions.