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Accounting is the organization-wide money view: every transaction on every shipment, whoever took it. By default it is available to admins and managers, and can be opened up to other roles from the roles screen.
The Accounting screen with the transaction stats strip and the transactions table

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The stats strip

Gross minus net is the processor’s cut. If that gap looks wrong, check which processor is default in Payment gateways.

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Transaction statuses

Link sent is not money. Authorize.Net payment links die after 15 minutes and can only be paid once, so a link an agent sent half an hour ago is a dead URL — send a fresh one. Stripe Checkout links last 24 hours; Square and RevitPay links stay up until they are paid.

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What each charge was for

This mirrors the shipment’s payment plan: Reservation only (deposit now, balance to the carrier on delivery) or Full payment.

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Card payments vs recorded payments

Two different things live in this table. Card processors actually charge the customer: Stripe, Square, Authorize.Net, RevitPay and QuickBooks. Manual methods are record-only — the customer sends the money themselves and an agent records it with a receipt attached. Nothing is ever charged: Zelle, Venmo, PayPal, Cash App, and Other for anything else (wire, check, cash, a regional app).

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Filtering and exporting

Filter by status, purpose, payment provider, agent and date range, then export the result. Open any transaction for the full detail, including the shipment it belongs to and the fee breakdown.

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Processing fees on credit cards

If your organization passes the card processing fee on to customers, it can only be charged on credit cards and waived for debit and prepaid — and that requires a processor that reports how a card is funded. Stripe, Square and Authorize.Net do. Other processors do not, so the customer-facing wording must not promise the debit waiver when one of those is your default.

Payment gateways

Connect and choose your default processor.

Pricing

Deposit amounts and fee ranges.

Dashboard

The same money rolled up into KPIs.

Reports

User charges and lead-source reports.