---
# Generated by the help-docs job in equiapp (ci/help-docs-generator) from the
# help anchor 'PaymentsList'. Set generated to false to edit this page by hand; the job
# then leaves it alone.
title: Payments
summary: >-
  View and manage money received for invoices or orders – see details, edit or
  delete a payment, and sort the list.
helpKey: PaymentsList
generated: true
modals:
  save-payment:
    title: Edit payment
    summary: 'Edit the amount, payment method and payment date of an existing payment.'
---

# Payments

This page shows all payments received for invoices or orders, letting you view details, edit or delete entries, and sort the list.

## What's on this page
- **Date**: shows when the payment was made (or recorded); you can sort by this column.
- **Reference**: shows **Order {uid}** or **Invoice** when the payment is linked; otherwise the column is empty.
- **Type**: displays the payment method (Bank, Cash, Credit card, Pin, …); unknown types appear as **Undefined**.
- **Amount**: shows the amount and currency; a coloured badge indicates the payment status (**Open**, **Paid**, **Pending**, **Failed**).
- **Actions (⋮)**: the three‑dot icon opens a menu with **Edit** and **Delete**.
- The wallet icon on the left marks each row as a payment.
- On mobile, a right‑arrow icon indicates that the row can be tapped.
- The **Sort** button (mobile) or clicking column headers lets you sort by Date, Type or Amount.
- The **Setup company details** modal appears for admins when no company is configured.
- If you lack the required rights, a **Forbidden** page is shown instead.

## Common tasks
### Edit a payment
1. Click the three‑dot icon on the right of the row and choose **Edit**.
2. In the **Edit payment** modal change amount, payment method or date, then press **Save**.
3. The list refreshes with the updated information.

### Delete a payment
1. Click the three‑dot icon and choose **Delete**.
2. Confirm the deletion in the **Delete payment** modal.
3. The payment disappears from the list.

### Open the linked invoice or order
1. Look at the **Reference** column – it shows **Invoice** or **Order {uid}** when linked.
2. Click anywhere on that row (except the three‑dot icon) to open the invoice or order details page.

## Good to know
- You only see this page when you have the rights to view or manage financial data; otherwise you get a **Forbidden** page.
- The **Reference** column is only shown for payments linked to an invoice or an order.
- The status badge appears only if the payment has a status; colours help you spot issues quickly.
- Admin users without any company set up see a **Setup company details** modal – add a company before invoicing.

<!-- help-docs: modal save-payment -->

## Edit payment {#save-payment}

Use this dialog to modify the details of a payment you have already recorded.

### **Payment method**
Select how the money was received – Bank, Cash, Credit card or Pin. The list shows the methods available in your stable.

### **Payment date**
Set the date the money was received. The field is pre‑filled with the payment’s original date.

### After saving
The changes are saved, the dialog closes and the updated payment appears in the payments list. Anyone who can view payments will see the new details.