Understand how the new Cubby payment tabs work, and how to use them to their full potential
What are the new Payment tabs and what are they for?
- Payments: find any payment by searching for it by amount, status, payment method, customer, or date.
- Transactions: besides the Payment transaction record, here you will find the full history of all the other transactions related to your operations (Refund, Dispute, ACH Return, Payment Failure)
- Settlements: approve or reject withdrawal requests part of the move out process.
- Disputes: all of your Credit Card disputes and ACH returns in one place.
Check out these short loom videos on:
- How to Use the Payments Navigation
- How to Use the Payments Search
- How to Issue a CC or an ACH Refund
- How to Mark a Payment as Failed
- How to Approve or Reject a Withdrawal Request