Review Billing History

See every charge an installment plan or a subscription has produced (successful, refunded or overdue) from the record itself, without hunting through Transaction History.

The example follows the same Summit Technologies Q4 expansion plan for Emily Ross, with four $2,125 payments totalling $8,500. Open its Transaction Summary to inspect those cycles. The illustrated plan has just been created: all four payments are Upcoming, with $0 paid, refunded or overdue.

Before You Start

Nothing extra to set up. This works on both installment plans and subscriptions.

Steps

1. Open the installment plan or subscription record.

   

2. Click Transaction Summary.

   

3. Expand any row to see the underlying transaction for that cycle.

4. Click a transaction ID to open the full transaction record.

What You Should See

A Recurring Transactions Summary panel with 3 running totals: Total Paid Amount, Total Refunded Amount and Total Overdue Amount, above a table of every cycle, its status, and an Overdue badge on any cycle still unpaid past its due date.

If It Does Not Work

Symptom	Likely cause	What to do
The table is empty	No cycle has run yet	Check the plan's next payment date, and confirm the background jobs are scheduled. See Part 7 of the quick start guide
A cycle shows Pending and stays there	The gateway has not yet confirmed settlement	This is normal for some gateways and clears on the next status-check run, not instantly
Total Overdue Amount is higher than expected	One or more cycles were billed by payment link and the customer has not paid yet	Check for an open link against that cycle, or see whether automated collection is chasing it
A refund does not appear against the right cycle	Refunds are linked to the original transaction, not the plan directly	Open the original cycle's transaction: the refund is listed against it