Payment History and Ledger
Once you start using payments, you'll want to see what's come in from customers, what's gone out to vendors, what's pending, and where your money is. The payment settings area gives you a view of your payment activity.
How to Get There
Go to Configure > Payment Settings and look at the payment history section.
What You'll See
The payment history shows transactions with details like:
- Invoice reference — Which invoice was paid
- Bill reference — Which vendor bill was paid or recorded
- Customer or vendor — Who paid you, or who you paid
- Amount — How much was paid
- Payment method — Bank transfer, card, check, wire, or another recorded method
- Status — Pending, completed, or failed
- Date — When the payment was made
Payment Statuses
| Status | What it means |
|---|---|
| Pending | Payment submitted, waiting for processing |
| Completed | Payment received successfully |
| Failed | Payment didn't go through (card declined, insufficient funds, etc.) |
Payouts
Funds from completed payments are automatically deposited to your connected bank account — no manual transfer needed. Payouts typically arrive within 1–3 business days and show up on your bank statement as PEASYPAY.
The first time funds move from Peasy to your bank, you'll get a confirmation email. After that, payouts run quietly in the background — you can always review them in the payment history.
Good to Know
- Payment history is linked to invoices and bills — you can always trace a payment back to the record it affects.
- Failed payments don't update the invoice status, so the invoice remains open for the customer to try again.
- For accounting purposes, payment records include all the details you need for reconciliation.
- If you use QuickBooks, payment data can be synced there too.
Related
- Payments Overview — How payments work
- How Customers Pay — What the experience looks like for your customers
- Creating Sales Orders — The invoices that payments are linked to