Before you start
You can view the status of a customer's payment on a per-contract basis
Steps to view the status of a payment
Click the Contracts button or the Customers button in the left navigation bar
If you click the Contracts button in the left navigation bar:
Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue or by clicking the contract ID highlighted in blue
If you choose to search a contract by customer name:
Click the name of the customer
Click Contracts in the Customer Details section
Click the desired contract ID highlighted in blue
OR
If you click the Customers button in the left navigation bar:
Locate a contract either by searching for the name of a customer in the search bar or by clicking the name of a customer highlighted in blue
Click the name of the customer
Click Contracts in the Customer Details section
Click the desired contract ID highlighted in blue
Click the Billing tab in the Contract Details pane
Navigate to the Customer Payment History section. The customer's payment history will display the following statuses:
Completed – Payment successful
Pending – Payment still being processed
Failed – Payment unable to be processed
Hold Authorized – A credit card hold placed on customer’s payment method. Customer's card has not been charged.
Hold Expired – Payment methods have pre-authorization time limits. Dealerships may charge the customer for expired pre-authorized amounts.
VISA and AMEX authorizations expire after 7 days
Mastercard, Discover, Diners Club, and JCB authorizations expire after 30 days