Document payments
How do I track document payments?
Review collected payments, their statuses, and totals in the Document payments ledger.
The Document payments page is a read-only ledger of every payment collected through a payment block on your envelopes.
View collected payments
- Open Document payments.
- Review the list. Each row shows the Document, Payer, Status, Date, and Amount.
- At the top you'll see running totals: Total and Received.
- Click a row to open the Payment history modal for the full detail of that payment.
Payment statuses
A payment can be Paid, Pending, Processing, Failed, Refunded, or Canceled.
Narrow the list
Use the filters at the top to focus on what you need:
- Status — show only payments in a particular state.
- Date Range — limit to payments in a period.
- Contact — show payments from a specific payer.
If the page is empty, no payments have been collected yet — “Document-block payments collected on your envelopes will appear here.” Add a payment block to a document to start collecting. See Add a payment to a document.