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Reconcile payment transactions

Use Invoices → Transactions to investigate a payment that did not reach its invoice.

  1. Find the transaction using its gateway reference, invoice or status, then open it.
  2. On Transaction, compare Invoice ID, Amount, gateway reference and gateway status with the provider’s record.
  3. Open IPN to inspect the received callback. Record your findings on Notes → Update Note.
  4. If the payment is verified and its details are wrong, correct them on Manage → Update Transaction.
  5. Select Process, then check both the transaction status and the invoice’s payment history.

Keep Validate IPN enabled for gateway callbacks. A callback’s arrival alone does not prove payment. Confirm the payment at the provider before retrying; never add another payment just to clear an error.

For returning money, use Refunds.

A transaction shows its invoice, amount, gateway reference and processing status.

A transaction shows its invoice, amount, gateway reference and processing status.