# Payments

> See every customer payment in one list, open payment details, report on collections, and configure payment methods.

Payments lists every customer payment your team has recorded, wherever it was taken: on an invoice, at [Appointment Checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout), or at the [Point of Sale](https://workstation.repzo.com/docs/pos). Use it to answer questions like "what did we collect today?" or "how much came in by card this month?" without opening each invoice.

Open **Commerce → Payments**. You need the `invoices.view` permission.

## Where payments come from

Payments are not created on this page. Each one belongs to an invoice:

- **Invoices**: **Record payment** on the invoice's Payment tab. See [Invoices](https://workstation.repzo.com/docs/commerce/invoices#record-a-payment).
- **Appointment Checkout**: each payment line at checkout.
- **Point of Sale**: each tender taken at the register, and refunds given on returns.
- **Connected apps**: payments synced from apps such as ERPNext or Repzo SFA.

Payment entries made inside the [Accounting](https://workstation.repzo.com/docs/commerce/accounting/payments) workspace are ledger documents and are listed in **Accounting → Payments**, not here.

To correct a payment, open its invoice and delete the payment from the Payment tab, then record it again.

## The payments list

| Column | Shows |
|---|---|
| **Amount** | The amount and currency |
| **Payment method** | The method used, with its logo when one is set |
| **Invoice** | The invoice the payment belongs to |
| **Payment date** | When the money was received |
| **Reference** | The reference number entered with the payment |
| **Recorded by** | The team member who recorded it |
| **Provider** | The payment provider, for card payments taken through one |
| **Created** | When the record was saved |

Use the **All payments** and **Today** tabs, the **Method**, **Payment date**, and **Currency** quick filters, and search. Save your own filters and columns as a [table view](https://workstation.repzo.com/docs/administration/table-views). Export downloads the filtered list, dated by payment date.

## Payment details

Click a row to open the payment in a side panel. It shows:

- **Payment details**: amount, payment method, payment date, recorded by, reference, tip, provider, and provider transaction ID;
- **Invoice**: the invoice number, status, total, and amount due;
- notes and tags.

Click **View invoice** to open the related invoice. When [Accounting](https://workstation.repzo.com/docs/commerce/accounting) is enabled, the ledger menu shows the journal entry the payment posted.

## Reports

The **Reports** tab next to **Records** summarizes payments. Start from **Payment overview**, **By payment method**, **By recorded by**, or **By invoice**, then change the date range, filters, grouping, and chart. Measures include total received, payment count, and average payment. Save a report to your library or export it. Reports also need the `reports.view` permission.

## Payment methods

Admins choose the methods people can pick when recording payments in **Settings → Finance → Payment Methods**:

- Turn standard methods (Cash, Card, Bank transfer, Check, Online, Other) on or off.
- Click **Add payment method** to add your own, for example a specific bank or wallet app. Give it a **Name**, a **Category**, and an optional logo, and choose whether it is **Available at checkout**.
- Drag methods into the order your team should see them.

**Gift card** and **Store credit** are added automatically when your workspace has [Client Loyalty](https://workstation.repzo.com/docs/operations/client-loyalty), which includes [Gift Cards](https://workstation.repzo.com/docs/commerce/gift-cards). The same list is used at the [Point of Sale](https://workstation.repzo.com/docs/pos) and opens from **Settings → Point of Sale → Payment Methods** too.

When Accounting is enabled, each method's bank or cash account is set in [Posting defaults](https://workstation.repzo.com/docs/commerce/accounting/chart-of-accounts#account-mappings).

## Related pages

- [Invoices](https://workstation.repzo.com/docs/commerce/invoices)
- [Gift Cards](https://workstation.repzo.com/docs/commerce/gift-cards)
- [Accounting payments](https://workstation.repzo.com/docs/commerce/accounting/payments)
- [Appointment Checkout](https://workstation.repzo.com/docs/engagement/appointment-checkout)
- [Point of Sale](https://workstation.repzo.com/docs/pos)