Checking transactions and payouts

Two pages in the Payments section answer the questions that come up every day. Transactions tells you whether a customer has paid. Payouts tells you when that money reaches your bank.

Considerations

• Both pages need Orbit Payments to be connected. Until then they show Connect Your Payment Account and a Go to Payment Settings button.
• Card processing fees are taken off before a payout, so a payout is always less than the payments it covers. That is expected.
• A refund reduces a later payout rather than pulling back an earlier one. After a refund in a quiet week, the next transfer can be small or negative.

Check a customer payment

1. From your Orbit dashboard, go to Payments.
2. Click Transactions. The page is titled Transactions, with the line View your customer payment history and transaction details under it.
3. Find the payment you want. Click it to open the full details.

Use this page to confirm a payment before you fulfil an order, to check a card brand or the last four digits when a customer asks, and to trace a payment back to its order.

See when you get paid

1. From your Orbit dashboard, go to Payments.
2. Click Payouts. The page shows your payout schedule and your transfer history.
3. Click a payout to see the amount, the status, the arrival date and what it covers.

Match a payout to its payments

1. Open the payout on the Payouts page. The detail view lists what the payout contains.
2. Compare that period with the dates on the Transactions page.
3. Take off the processing fees and any refunds in the same period. The figures should then agree.

Note: If a payout looks late, check its status first. Bank holidays push arrival dates back, and a failed check on your account pauses payouts until it is sorted out. Your first payout after connecting takes a little longer while the account finishes its checks.

Related guides

• Setting up Orbit Payments
• Downloading documents and tax forms
• Managing payments and payouts