Plastiq Accept lets you monitor incoming payments in real-time and keep track of completed or outstanding payments. All of this information can be found under requests in the get paid area of your account.
There are four statuses that describe the current progress of a payment request:
|An incomplete payment request that hasn't been submitted. It has not been sent to your customer.
||Your request for payment has been sent to your customer and has not yet been paid.
||The contact has fulfilled this request and sent your payment. The funds are now in transit to your bank account.
||The payment has been deposited in your bank account.
These statuses are displayed at the top of the page. Click one to view all requests with that funding status. The sections below describe how to navigate these status sections.
- When you create a new payment request and don't complete it, it will be stored in the drafts section.
If you decide to send your customer the link via email or outside of Plastiq, you can select that request draft, click the menu icon next to the payment request link, and click mark as sent. If you no longer need this draft, you can click cancel request.
- As soon as you create and submit a new payment request, the request will appear in the sent section. Select a request here to view details about that outstanding payment: the requested amount, due date, any attached files, and memo.
Your Request History is also displayed in this space. At this stage, you can see when this request was created and when it was sent to the contact.
Click the blue plus sign at the top to create a new payment request. To resend an outstanding payment request, click resend request in the top right-hand corner. You can also copy the link for this request's payment page if you need to share it directly with your customer.
- As soon as your customer fulfills a payment request, the payment will move to your in-progress section. Before the customer is actually charged, these pending requests will be labeled Initiated.
When a payment request indicates Processed, the customer has been charged successfully. These payments are in transit to your bank account and will be deposited in three business days after payment submission. Outstanding payments will be flagged as Past Due.
The Request History will now reflect the date the payment was submitted.
- Payments that have been successfully processed and deposited to your bank account will appear in the complete section. A completed request will update its Request History to show when it was processed by Plastiq and the date it was deposited to your account.