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How do I find a payment?

For accounts on the new MoonClerk dashboard design.

Written by Amitabh Tewari

1) Click on the Payments button in your account's main navigation — or click Find a payment under Quick actions on your dashboard.

2) Type the payer's name or email in the search box, or use the Successful, Refunded, and Failed filters to narrow the list. The Filter button offers more options, Sort changes the order, and you can switch between List and Grid views.

3) Click a payment to see its full details, issue a refund, or resend the receipt. Click Export at the top right to download your payments.

For more on what you can do with a payment, see viewing a payment's details.

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