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How do I review my online payments?

The Online Payments section allows you to review all your transactions processed from online payments, including any processed with Advanced Payments. For online payments processed through FreshBooks Payments powered by Stripe, the Payouts sub-tab allows you to track your balances and review your payout details.
 
The Online Payments sub-section is only available to specific users currently. Our product team is working on making the Online Payments sub-section available to all in the near future.
 
 

Access Online Payments

To access your list of online payment transactions, use these steps:
  1. Select the Payments section
  2. Then select the Online Payments sub-section underneath.
    Online payments sub-section selected.
 

Online Transactions

All transactions processed by online payment processors are listed, including invoice and checkout link payments.
 
For more information on your FreshBooks Payments payouts including payout balances, payout history, and more, review How do I manage my FreshBooks Payments account?. 

If you haven’t connected an online payment processor yet, you can get started using the details in How do I manage my online payments settings?.
 
To adjust your view of your transactions, select the Filters button. From there, you can change:
Online transactions sub-tab.
  • Quick Filters - Select All to view all transaction statuses, or select either Succeed, Declined, Pending, or Refunded to view transactions by a specific status instead
  • Transaction Date - The date the online payment was submitted by the client
  • Client - The name of the client that paid
  • Source - The invoice number that was paid
  • Status - The status of the payment
    • Declined - The payment failed, review the decline reason to determine next steps or have the client try again
      • For credit card payments processed by FreshBooks Payments powered by Stripe and Stripe Standard only, select the declined transaction to review details on the reason for the decline
        Online payment details with reason for decline.
    • Pending - The payment is in review by the payment processor
    • Refunded - The payment was refunded, it can take several business days for the client to receive the payment
    • Succeeded - The payment completed review and is successfully paid, receiving this payment is dependent on the payout schedule
  • Fees Paid - The transaction fee paid on the transaction
  • Amount - The total amount processed on the transaction
 

Review Payment Details

To review a specific transaction for details including the type of card used as well as the payment ID, select any transaction from the list to pull up its payment details, which includes the below:
Online payment with details shown.
  • Summary - Displays the amount, client name, invoice number, date, and status of the transaction
  • Amount - The total of the payment
  • Processing Fee - The transaction fee of the payment which includes a link to the expense created
  • Net - The net payment amount being paid out to the bank account
  • Payment Method - Displays the type of credit card used as AMEX, Discover, MasterCard, or Visa, or as Bank Transfer
  • Payment ID - Displays the unique transaction ID
  • Gateway - Displays as either Barclaycard, FreshBooks Payments, Paypal, or Stripe
 
If needed, select More Actions, then Export for Excel to save your list of transactions.

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