Required permission: read access to orders. Editing a reference needs update access to orders. Attaching or removing a payment proof needs the manage payment proof permission.
How payments are recorded
- Register sales — a payment is recorded when you complete checkout in Web POS.
- Online Shop orders paid manually (bank transfer, QR, or another manual method) — a payment is recorded when staff click Mark as Paid on the order.
- Payment gateway (such as HitPay) — the provider confirms the payment to Relyant automatically and the payment is recorded without anyone clicking anything.
- Exchanges — when a replacement costs more, the balance the customer pays is recorded as its own payment.
Find a payment
1
Open Payments
In the sidebar, under Sell, click Payments.
2
Search and filter
Use Search payments… or filter by Status, Method, Channel (Point of Sale or Online Shop), and Created Date.
3
Open the payment
Click a row to see the payment details. Click Open full page for a standalone view, or use the arrows to move to the previous or next payment.
Payment statuses
Payment details
Each payment shows the Amount, Method, Reference, Date, Recorded by, and Payment ID, along with the linked Order and its Order total.- Reference — click Add reference to record a card terminal reference, transfer ID, or similar.
- Payment proof — attach an image of the transfer receipt, view it, Download it, or Remove it. Proofs customers upload at online checkout appear on the order.
Export payments
Click Export Payments to download a CSV. Confirm the date range first — leave a field blank for no limit. Your other active filters also apply to the export.Related
Orders
Mark orders as paid and process refunds.
Settings
Set up payment methods and payment providers.