Accounting

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.

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The stats strip

Above the table a row of chips narrows by outcome in one click: All, Paid, Refunded, Failed, Pending (processing, or a link sent and not yet paid) and Disputes.

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Transaction statuses

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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 and RevitPay. To have these payments land in your books as well, connect 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

Search by lead #, customer, card or comment; filter by status, purpose, provider, agent, date range and an amount range (Min $** / **Max$); then Export CSV. Manage columns chooses what the table shows — lead #, customer, date, amount, net, charged with fee, status, purpose, provider, agent, card, comment, last activity and more. Open any transaction for the full detail, including the shipment it belongs to, the cardholder and billing address, the gateway ids 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.

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