Payments
What this page is
Payments is used to track payment outcomes, statuses, and related billing events.
Who uses it
- Finance/admin users
- Managers monitoring billing health
When to use it
- During billing cycle reviews
- When handling failed or pending payments
- During reconciliation and reporting
What this page is for
Use this page to confirm payment success, identify issues quickly, and maintain healthy billing operations.
Main actions
- View payment records and statuses
- Identify failed/pending payments
- Review payment history trends
- Follow up exceptions for resolution
Step-by-step (common workflow)
- Open Payments.
- Review recent payment statuses.
- Identify failures or pending entries.
- Investigate affected accounts/records.
- Action follow-up and confirm resolution.
Connections
This page directly affects:
- Subscription status management
- Finance reconciliation
- Account continuity and commercial reporting
Common mistakes
- Ignoring failed payments until service impact occurs
- Not verifying resolution after retry/follow-up
- Confusing pending with successful payment state
Quick tips
- Check failed payments daily during active cycles.
- Keep a clear follow-up process for unresolved items.
- Reconfirm status after each remediation action.