Review a collected payment that could not be applied automatically before deciding what to do with it.
1. Open the review list
Go to Invoicing → Payments Needing Review. Find the transaction by invoice and provider reference.
2. Compare amounts and references
Check the collected amount, currency, provider, invoice, current balance, and the reason for review. Check the provider’s actual transaction if necessary.
3. Choose the matching action
Use Apply to Invoice only for money that belongs to that invoice. Use Keep as Customer Credit for eligible excess you intend to retain. Read any remaining amount that must be returned.
4. Record returns accurately
Mark as Refunded records a return you already handled. Record This Refund records a refund made at the provider. Neither is permission to mark unreturned money as refunded.
5. Check the result
Open the invoice and Payments Received to review the updated balance. Contact Human Support if the invoice or actual charge is unclear.