Understanding Payment Statuses

Payments undergo various status changes as they move through the settlement process. This guide explains the different payment statuses and what each status signifies.

For more details on how to create invoices, review this article. To understand invoice statuses, refer to this article.

Payment Statuses

The payment section of the invoice screen shows details about the payment history. The payment statuses vary depending on the payment method:

Cash and Check Payments

• Waiting: Awaiting confirmation.
• Paid: Payment completed.
• Refunded: Payment refunded.
• Failed: Payment failed. 

Charge Cards

• Draft: Before the invoice is issued.
• Waiting: After the invoice is issued, awaiting batch processing. The transition from "Waiting" to "Pending Batch" requires manual action unless "auto pay" is enabled.
• Pending Batch: Manually moved or automatically processed on the due date.
• Batch Successful: Payment processed successfully.
• Batch Failed: Payment processing failed.
• Refunded: Payment refunded.
• Lost Dispute: Payment lost in a dispute.
• Dispute Won: Payment won in a dispute.
• Retrying: Attempting to process the payment again. It occurs at intervals of 24 hours, 48 hours, and one week.
• Failed: All retry attempts failed.

ACH Payments

• Draft: Before the invoice is issued.
• Waiting: After the invoice is issued, awaiting batch processing.
• Pending Batch: Manually moved or automatically processed on the due date.
• Clearing: Payment processing, which can take up to three days.
• Clearing Successful: Payment cleared successfully.
• Clearing Failed: Payment clearing failed.
• Refunded: Payment refunded.
• Lost Dispute: Payment lost in a dispute.
• Dispute Won: Payment won in a dispute.
• Retrying: Attempting to process the payment again.
• Failed: All retry attempts failed.