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:
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- 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
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- 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.
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- VISA and AMEX authorizations expire after 7 days
- Mastercard, Discover, Diners Club, and JCB authorizations expire after 30 days
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