Use this guide to help you succeed in tracking and managing your Payment Requests.
Under the Payment Requests page, there are 2 tabs that you can navigate to:
Requests - Track and manage Requests + Take action to follow up on unpaid Requests
Uploads - Track file upload progress (for multiple Requests creation) + Take the next step
Requests tab
From the moment you set up a Payment Request to the Request being paid, you can track the Request’s status via this tab.
Here are some general columns that can be found in more than 1 status tab.
Unpaid
Any Payment Requests where no payment has been submitted or payment has failed can be tracked under the Unpaid tab. Use this tab to help you identify which requests you need to take immediate action for.
Funds on the way
Payment Requests with the following payment level conditions can be found under the Funds on the way tab:
A payment has been made by your customer through the Payment Request link you have shared. This is the expected processing flow on Collect Dashboard: Payment under review → Processing payment → Payment charged → Sending funds
A scheduled payment was created by a registered Pay customer on CardUp. This is the expected processing flow on Collect Dashboard: Payment under review → Scheduled for charge → Payment charged → Sending funds
Funds arrived
For Payment Requests where payment payout (minus the fee applicable) has arrived in your company’s bank account can be found under the Funds arrived tab.
Deleted
Payment Requests that are unpaid, and then deleted can be found under the Deleted tab.
Uploads tab
Below are the details on the Uploads tab.
