Payments Table
Learn how to navigate, filter, and manage all your session payments from the main payments screen.
Overview
The Payments Table is your central hub for managing all session payments. From here you can view payment statuses, filter by various criteria, perform bulk actions, and access detailed payment management for each session.
Page Layout
The payments page is divided into three main areas:
Header
Page title, export options, view toggle, and create payment link button
Left Sidebar
Summary cards showing revenue, overdue payments, and session-based income
Main Table
Filterable, sortable table of all sessions with payment information
Status Tabs
At the top of the table, you'll find status filter tabs that let you quickly view sessions by payment status:
Filter Dropdowns
Use the dropdown filters to quickly find specific sessions:
Client
Select a client to show only their sessions.
Session
Multi-select sessions by date (e.g., "15 January 2026").
Advanced Filters
Click the filter icon to expand the advanced filter panel. Available filters vary based on the selected status tab:
Date Filters
Filter sessions by date range:
Payment Type Filter
Available in All and Paid tabs:
Communication Filter
Filter by communication status. Options change based on the status tab:
Table Columns
The table displays the following information for each session:
Checkbox
Select sessions for bulk actions.
Client
Client name and service type (sortable)
Date
Session date with future session indicator (sortable)
Session
Session info badges (Online/In Person, Confirmed/Pending, Series)
Payment
Payment status badge plus indicator icons
Amount
Session fee amount (sortable)
Actions
Quick action menu
Status Icons
Next to the status badge, you may see additional icons:
Overdue
Session date has passed but payment not received.
Link Sent
Payment link was created and sent to client.
Link Created
Payment link exists but hasn't been sent yet.
Reminder Sent
A payment reminder was sent to the client.
Receipt Uploaded
A receipt has been uploaded for this session.
Confirmation Sent
Payment confirmation was sent to client.
Sorting
Click on any column header to sort by that column. Click again to reverse the sort order. Sortable columns are: Client, Date, Status, and Amount.
Bulk Actions
Select multiple sessions using the checkboxes to perform bulk actions:
Create and Send Link
Create a single payment link for all selected sessions (same client only).
Remind
Send payment reminders for selected sessions.
Clear Selection
Deselect all selected sessions.
Row Actions
Click the three-dot menu on any row to access quick actions:
Manage Payment
Opens the payment detail window for full management options.
Remind
Send a payment reminder (available for unpaid and link sent statuses).
View Modes
Toggle between two view modes using the button in the header:
View Sessions
Default table view showing all sessions with payment info
View History
Chronological log of all payment-related events
Export
Export your payment data using the Export button in the header:
Export as CSV
Download data in CSV format for spreadsheet applications.
Export as Excel
Download data in Excel format with formatting.