In-App Payments

The In-App Payments tab shows all payments that were initiated through online payment flows or terminal-based transactions. This is where you confirm whether a payment was received and correctly processed before it flows into the finance ledger.

When to use In-App Payments

Open this tab when you need to:

• Verify that a specific payment was received and completed
• Check the status of a payment that a relation reports as missing
• Review which payment method was used for a particular transaction
• Confirm that a top-up or app-side payment was correctly applied to the right relation
• Investigate a failed or pending payment

Understanding the payment list

Each row represents a single payment attempt. The columns provide the following information:

• Payment method -- how the payment was made (for example, credit card, iDEAL, Bancontact, or terminal). This tells you which payment provider processed the transaction.
• Amount -- the monetary value of the payment.
• Status -- the current state of the payment. Common statuses include:
  • Completed -- the payment was successfully processed and the funds have been received
  • Pending -- the payment is still being processed by the payment provider
  • Failed -- the payment was not completed. This can happen due to insufficient funds, a cancelled transaction, or a technical issue.
  • Refunded -- the payment was reversed after being completed
• Order type -- the context in which the payment was created (for example, a top-up, a booking payment, or a product purchase).
• Relation -- the person or organisation who made the payment. Click the relation name to navigate to their record in Relations.
• Creation time -- when the payment was initiated.

Common tasks

Verifying a payment was received

1. Open the In-App Payments tab.
2. Search for the relation by name or filter by date.
3. Locate the payment in the list.
4. Check the Status column. If it shows Completed, the payment was successfully received.
5. If you need to see how the payment affected the ledger, continue to the Transactions tab and search for the same relation and date.

Investigating a missing payment

When a relation reports that they made a payment but it does not appear in their balance:

1. Open the In-App Payments tab.
2. Search for the relation by name.
3. Review all recent entries for that relation.
4. If the payment appears with a Failed or Pending status, the payment was not completed. Advise the relation to try again or contact their bank.
5. If the payment appears with a Completed status but the balance seems wrong, check the Transactions tab to confirm the credit line was created.
6. If the payment does not appear at all, the payment may not have been initiated successfully on the app side. Ask the relation to check their payment confirmation.

Reviewing payments by method

To understand how payments are distributed across payment methods:

1. Open the In-App Payments tab.
2. Use the filter options to select a specific payment method.
3. Review the filtered list to see all payments made through that method.

Checking a terminal payment

Terminal payments (physical card readers) also appear in In-App Payments:

1. Open the In-App Payments tab.
2. Filter by the terminal payment method or search by the relation name.
3. Verify the amount and status match the expected transaction.

How In-App Payments relates to other tabs

• Transactions -- every completed in-app payment generates a credit line in the Transactions tab. The payment appears as a credit entry linked to the same relation.
• Balances -- completed payments update the credit total for the relation in the Balances tab, reducing their outstanding balance.
• Relations -- the full financial history for a single relation, including payment credits, is visible on their Finance tab.

Good practice

• Check payment status before assuming a top-up is missing. A payment can appear in the system with a Pending or Failed status. Always check the status column before concluding that a payment was not received.
• Use In-App Payments for confirmation, Transactions for detail. This tab tells you whether a payment succeeded. The Transactions tab tells you how that payment affected the finance ledger.
• Act on failed payments promptly. If you see repeated failed payments for the same relation, reach out to them. The issue may be on their side (expired card, insufficient funds) or may indicate a configuration problem.
• Review pending payments regularly. Payments stuck in Pending status for an extended period may require follow-up with the payment provider.
• Do not modify payments here. In-App Payments is a read-only confirmation view. If a correction is needed, it should be handled through a manual transaction in the Transactions tab or through the payment provider.