> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/invoicing-and-payments/invoices/payments-table-overview.md). # Payments Table Overview The Payments Table helps you request, record, refund, and review payments on an invoice.
Screenshot showing the Payments Table located between the Invoice and Options sections on an invoice
*** ## What you can do in the Payments Table * Send payment requests * Record manual payments * Take card payments in person * Refund payments * Open payment details to review the payment method, notes, date, and status *** ## Payment statuses **Requested** — A payment request was sent and is waiting on payment. **Successful** — The payment was received and settled. **Processing** — The processor is still confirming the payment. ACH or EFT payments can take up to 5 business days. **Failed** — The processor declined the payment. Manual payments do not fail. **Refunded** — A paid payment was refunded. *** ## Record a Payment Record manual payments in PaintScout to easily track your payments: * Select **+Add/Request Payment**, then select **Record Payment**.
Screenshot showing the Add/Request Payment pop-up with the Record Payment option selected
* Enter the **payment method**, **amount paid**, and **payment date**. You can also add a client note, such as a check number or thank you note, and mark the payment as a deposit if needed. * When you are done, select **Save**.
Screenshot showing the Record Payment form with fields for payment method, amount, date, and notes
* The payment appears in the Payments Table with a **Successful** status. {% hint style="info" %} Manual payments are record-only entries, so they do not move into **Processing** or **Failed**. {% endhint %}
Screenshot showing the manually recorded payment in the Payments Table with Paid status
*** ## Request a payment Create and send a payment request to customers from your invoice: * Select **+Add/Request Payment**, then click **Request Payment**.
Screenshot showing the Add/Request Payment pop-up with the Request Payment option selected
* After you send the request, it appears in the Payments Table with a **Requested** status.
Screenshot showing a payment request with Pending status in the Payments Table
### What happens when a payment request is paid * When your customer pays by credit card through [PaintScout Payments](/support/invoicing-and-payments/payments/paintscout-payments.md) or [Stripe](/support/invoicing-and-payments/payments/payment-processing-with-stripe.md), the status updates to **Successful** once the payment is received. * If the payment is still being confirmed, such as with an ACH or EFT payment, you may see **Processing** first.
Screenshot showing a payment request automatically updated to Paid status after credit card payment
* If your customer pays another way, such as cash or check, you can mark the request as paid manually: * Select the three dots to the right of the request, then choose **Mark as Successful**.
Screenshot showing the three-dot menu with the Mark as Paid option for alternative payment methods
* Open the payment request and select **Mark as Successful**.
* If your customer elects to pay more or less than the requested amount through a manual payment record, the request amount will automatically update.
*** ## Take a credit card payment It's possible to take a credit card payment with [PaintScout Payments](/support/invoicing-and-payments/payments/paintscout-payments.md) or [Stripe](/support/invoicing-and-payments/payments/payment-processing-with-stripe.md): * Select **+Add/Request Payment**, then select **Take Credit Card Payment**.
Screenshot showing the Add/Request Payment pop-up with the Take Credit Card Payment option selected
* Enter the amount, then enter your customer's credit card details. * If the processor needs extra time to confirm the payment, you may see **Processing** before the payment resolves to **Successful** or **Failed**.
*** ## Take an ACH or EFT payment Process ACH payments — or EFT for Canadian accounts — on your invoice: * Select **+Add/Request Payment**, then select **Take ACH (or EFT) Payment**.
* Enter the amount, then enter your customer's bank details. * ACH payments typically take a few days to process, so you may see **Processing** before the payment resolves.
*** ## Refund a payment It's possible to process and record full or partial refunds in PaintScout: * Only payments with a **Successful** status can be refunded. * Refunds on a manual payment can be recorded in PaintScout. * [PaintScout Payments](/support/invoicing-and-payments/payments/paintscout-payments.md) supports full or partial refunds for credit card and ACH payments. {% hint style="warning" %} Refunds on [Stripe](/support/invoicing-and-payments/payments/payment-processing-with-stripe.md) payments cannot be processed in PaintScout and must be completed in Stripe. Open the payment menu, then choose the Stripe portal option. {% endhint %} To process a refund: * Open the **Payment details** or click the thein the Payments Table, then select **Refund**.
* The refunded amount will appear on the payments table beneath the original payment.
*** ## View payment receipts To view or download a receipt on an invoice: * Open the **Payment details** or click thein the Payments Table to access the payment **menu**. * Click **Download Receipt.** {% hint style="info" %} Customers can also download receipts from the invoice. {% endhint %}
## Related articles * [What’s New in Payments](/support/invoicing-and-payments/invoices/whats-new-in-payments.md) — See what is live now and what rolls out later * [Creating Invoices](/support/invoicing-and-payments/invoices/creating-invoices.md) — Turn an accepted estimate into an invoice * [Add Payments to Invoices](/support/invoicing-and-payments/recording-payments/adding-payments-to-invoices.md) — Record manual payments and credit card charges --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.paintscout.com/support/invoicing-and-payments/invoices/payments-table-overview.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.