How to View and Manage a Customer's Payments

In this guide, we will walk you through the steps to view and manage a customer's payments effectively.

Step 1: Access the Customer's Profile

• Navigate to the customer's profile.

• Click on the Payments tab.

Step 2: Review Orders and Payments

• View a detailed list of all orders and payments over time.

• Check detailed information for each transaction, including:

  • Order or payment ID

  • Time and date of purchase or sale

  • Items included in the order

  • Total order amount and any dues

• Click on the info icon for more details about the item purchased, payment breakdown, payment method, date of payment, and notes.

Step 3: Perform Actions on Payments

• Refund a Payment:

  • Select the relevant order and click on Refund Items.

  • Choose the payment method for the refund and edit the amount if necessary.

  • Click on Refund and confirm the action. Note that this action cannot be reversed.

• Email the Invoice:

  • If requested, type in the customer's email and hit Send Invoice.

• View Payment Method:

  • For card payments, click to be redirected to the payment page in your Stripe account linked to Kenko.

• Collect a Payment:

  • Manually collect a payment or retry collecting for subscriptions.

  • Choose the relevant payment method before charging the customer.

• Write Off an Amount:

  • Write off part or all of the balance as uncollectible if the customer received the service but payment is not pursued.

  • Edit the amount to write off before confirming the action.

• Void an Invoice:

  • Cancel the invoice entirely if it was created by mistake or if the service/product was not received.

  • Note that voiding is not reversible, so confirm before proceeding.

By following these steps, you can efficiently view and manage your customer's orders and payments.