Managing payments and payouts
Find your way around the Payments section: balance, customer payments, transfers to your bank, marketplace purchases and tax paperwork.
The Payments section keeps the money side of your shop in one place. It shows your balance, the payments your customers have made, and the transfers into your bank account. Orbit Payments is provided by Stripe.
Connect your Orbit Payments account first. Until you do, the pages here show Connect Your Payment Account and a Go to Payment Settings button instead of your figures.
Set up payments
- Setting up Orbit Payments: connect your account, choose which payment methods customers see, and change your business or bank details.
- Setting up payment methods: the whole Payment Settings tab, including offline methods such as bank transfer and cash on delivery.
Follow the money
- Checking transactions and payouts: confirm that a customer has paid, and see when the money reaches your bank.
- Setting up installment plans: let customers pay for a product across several scheduled payments.
Records and paperwork
- Downloading documents and tax forms: the tax forms and statements your accountant asks for.
- Viewing your purchase history: the themes and plugins you have bought from the marketplace.
What each page shows
Open Payments in the menu on the left, then pick a page from the list under it.
- Payments: your balance, plus quick links to the three pages below.
- Transactions: customer payments and refunds.
- Payouts: transfers to your bank account.
- Purchases: themes and plugins you have bought from the marketplace.
- Documents: tax forms and statements.
Note: Transactions, Payouts and Documents fill up once your account is connected and your shop starts taking payments. Purchases is your own spending with Orbit, so it works whether or not you take card payments.
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