Payments List (Basic): Filter, Search, Delete & View Info

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View all your client’s payments in one spot, filter the payments list, search for a specific payment and get more details—and more.

Covered here:

The Payments List

Click on Invoices in the left sidebar menu, then go to Payments to get a glance off all the payments you’ve received.

Once you’re in the Payments tab, you’ll see these column names:

  • #: Each payment has a unique number.

  • DATE: This is the date the payment was made.

  • STATUS: The Paid, In progress or Failed tags give the payment status. For more, go here.  

  • AMOUNT: You’ll see how much the payment is for here.

  • SYNC: Once you sync TaxDome with QuickBooks, links to payments in QuickBooks appear here.

  • SOURCE: How payment was made. For example, if a client paid online with a card, you’ll see Credit Card.

  • CLIENT: The name of the account: Click on it to go to the account.

  • INVOICES PAID: The number of the paid invoice: Click on it to view the details.

  • REFUND: If a payment has been refunded, the amount given back.

  • DESCRIPTION: Payment details. With manual payments, you can see who made the payment.

The total number of payments, the total amount paid, the total refund amount, and the total revenue (total amount minus refund amount) are displayed at the top of the Payments window.

When viewing a specific client’s payments page, you see the dollar amount for their outstanding invoices and their available credits.

To view payments for a specific account, click on Clients in the sidebar menu, select the client account, navigate to Invoices, then go to Payments inside the account profile. The Payments tab in an account profile is available to a firm owner, admin, or any team member with access rights to manage payments.

Printing a Payments List

To print a payments list, click the Print button at the top right of the page.

By default, the payments list displays 25 payments per page. If you want to print more, select the number in the Rows per page menu at the bottom left of the page.

Your browser will offer you to print the list and include the current date and time.

Searching for a Payment

To search for a payment by description, type a keyword in the search field, then hit return on your keyboard. Click the x in the search field to clear it.

Filtering a List of Payments

Use filters to view a certain type of payment. For example, filtering allows you to quickly view all payments made in a specific year. There are three ways to filter payments:

  • By account: See only payments from a selected client account.

  • By time frame: See only payments made during a specific year.

  • By source: See only payments made by credit card or added manually.

To narrow a list of payments, click Filter in the top right corner, select the filters, then click Apply. The chosen filters remain the same when you leave and reopen the page. Find out more about filters here.

Viewing Payment Information & Transaction ID

To view more details about a payment, click the eye icon.

You can find out the payment type, amount and the invoices a payment covers. If a payment was made through Stripe or CPA Charge, its transaction ID is displayed.

Deleting a Payment (ACH Only)

As a rule, we don’t recommend deleting payments. After a payment has posted, it should remain the same for your record-keeping. However, sometimes ACH transactions can fail up to 60 days after they’ve actually been authorized.

If the transaction was declined by CPACharge, you can delete the corresponding payment on TaxDome. But in all other cases, issue a refund rather than delete a payment. For more information, go here.

To delete an ACH payment that was declined by CPACharge, click the three dots to the right of the payment in the list, select Delete, then confirm.

Here's what happens when the payment is deleted:

  • The status of the corresponding invoice changes from Paid to Unpaid or Overdue.
  • The synced payment in QuickBooks is deleted.

Linking Payments to Jobs

Link payments to jobs to make them immediately available in your workflow. A firm owner, admin or any team member who has been given access rights to manage payments can link payments to jobs.

There are three ways to link a payment:

  • From the manual payment creation screen: Click Link to Jobs in the top right, then select the jobs. Once linked, the Jobs section is displayed. You’ll see the job’s title and the pipeline the job belongs to.

  • From the payments list: Click the eye icon to the far right of the payment, select Link to Jobs, then select the jobs from the list. Once linked, the Jobs section is displayed. You can see the job’s title and the pipeline the job belongs to.
  • From pipeline: Make sure that the job is in the right stage, click the job box, click + Link on the top right, select Payment, then choose the payments. You can link any payment previously made by a client. A job can have as many linked payments as needed. Once payments are linked, you’ll see them in the Payments section of the expanded job box. Click the x to unlink payments.

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