You can see a summary of all the online payments you've received clients. To do this, follow these steps:
- Click on "Projects" in the left sidebar menu
- Click "All Projects" at the top of the secondary menu.
- When you're in the All Projects section, click on the Payments tab.
Here you will see the history of all online payments you've received. The page is split into two sections:
Pending: This section shows all payments scheduled to transfer to your bank account. You can see which document the payment was made on, which client made the payment, what is the expected pay date, which payment method was used (credit card or bank transfer/ACH), and the payment amount.
Paid to Date: This section shows you a summary of all the online payments which have transferred to your bank account to date.