How to know which payment method the client used?

Follow

Amos Domingo

• May 31, 2022 02:30

Hi everyone!

Thank you in advance for reading and taking a look at this post.

I would like to know once a client has signed and the document is now "Waiting for payment" how would I know if it's already "Paid" by a certain method?

Thanks!

0

• 

  Rocky Dohmen

  • June 02, 2022 12:14
  • Edited

  Hi Amos, 

  Besides checking with the payment processor, you can also view which payment method was selected from within the Document:

  

  If you click on Payment in the competed document you can see the payment methods offered and see which one was actually selected by the recipient. You can also see the status of the payment, in this case, it is "Bank info submitted".

  Hope this helps!

  0

  Comment actions Permalink

Please sign in to leave a comment.