Collect
The Collect section of the Client Portal contains information about payments, filters, refunds, and customers.
Payment Transactions and Filters
en/viewing-payments.html
Viewing Payments
Access a detailed table of all your payment transactions.
en/payment-details.html
Payment Details
Learn about what you can see on the Payment Details panel.
en/using-table-filters.html
Using Table Filters
How to add and delete table filters for easy viewing.
Refunds and Customers
en/refund-details.html
Refund Details
See how to view the refund and payer details.
en/create-a-refund.html
Create a Refund
Understand how to create a refund.
en/list-customers.html
Listing Customers
View a list of your customers in the Client Portal.
en/creating-customers.html
Creating Customers
See what fields are needed to create a customer.