Once you start using Peasy 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 that activity.
How to Get There
Go to Configure > Payment Settings and look at the payment history section.
Recent Activity on the Overview
The Payment Settings Overview shows a short Recent activity list of your newest settled transactions. Each row shows the transaction type, the amount, and a status badge. Underneath, it shows the related customer or vendor and the order number when the payment is linked to one.
Click a row to jump straight to the linked invoice, order, or bill. Rows with no linked record open the full History page instead. View all always goes to History.
What You'll See
The History page includes search, status filters, direction filters, and the full payment table. The table shows:
- Date — When the payment was made
- Type — Money in or money out
- Amount — How much was paid
- Status — Processing, completed, failed, or reversed
- Description — The linked invoice, bill, customer, vendor, or reference when available
Open a payment to see more details, including its direction, currency, and Rail. The CSV export includes the Rail too.
Payment Rail
Rail tells you how the money moved, such as ACH or card. History is specifically a record of Peasy Payments activity, so every transaction on this page was processed through Peasy.
Origin Outside Payment History
Origin tells you where Peasy learned about a payment: Peasy, Manually recorded, or QuickBooks. You may see it when reviewing payment activity on an individual bill or order, or when asking Beacon about payments.
Origin is different from Rail. For example, a card payment can be manually recorded, while a Peasy payment can use either a card or ACH. The History page does not need an Origin column because it includes only Peasy Payments transactions.
In the rare case that Peasy cannot safely identify an origin, it shows Unknown while keeping the rest of the payment activity available. Beacon will describe the origin as unavailable rather than guessing.
Payment Statuses
| Status | What it means |
|---|---|
| Processing | Payment submitted and still moving or settling |
| Completed | Payment completed successfully |
| Failed | Payment didn't go through (card declined, insufficient funds, etc.) |
| Reversed | A completed payment was later reversed |
Payouts
Funds from completed payments are automatically deposited to your connected bank account — no manual transfer needed. The processing fee is generally taken out first, so your deposit is usually the invoice amount minus the fee rather than a separate charge. 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 — and you can always review the breakdown (amount, fee, and net deposit) 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