Verify a customer payment
Distinguish created, viewed, submitted, verified, failed, voided, and expired states.
Before you start
- •Payment request or provider reference available
You will finish with
- •Payment-dependent work proceeds only from an authoritative verified payment state.
Safety and data checks
- • A created link, customer screenshot, or submitted state is not necessarily a verified payment.
Complete the task
- 1Enter information
Find the payment request
Search by customer, purpose, related estimate, amount, or provider reference and open the exact request.
- 2Verify
Read the authoritative status
Distinguish created, sent, viewed, submitted, verified, failed, voided, and expired using the provider-backed status and timestamps.
- 3Verify
Compare amount and purpose
Confirm the paid amount, currency, purpose, customer, and linked estimate or obligation before acknowledging it.
- 4Verify
Check for duplicate transactions
Review related requests and provider references for repeated submissions, voids, or partial payments that change the remaining balance.
- 5Verify
Proceed only from verified state
Acknowledge or continue booking and invoicing only when the application shows verified success; otherwise investigate or wait.
If something does not look right
The expected button or field is not visible.
Confirm the record status, your role, and the selected tab; unavailable actions are often intentionally gated by those conditions.
Related task guides
Send a secure card payment link
Create a provider-hosted payment request without handling card details.
Book work from an approved estimate
Confirm acceptance and payment conditions before creating the correct job and visit.
Open Payment Center
Choose hosted card, bank, expiring-card, or failed-payment work.