Manage Payments – Plastiq Help Center

You can find your payment history and record of scheduled payments in the Payments section of your account. From here, you can monitor the delivery status of all past and upcoming payments, request receipts, and edit any scheduled payments.

View Your Payment History

Visit the Payments section of your account to review your submitted payments.

This section is broken down by payment delivery status. You can see payments that are...

"In Progress"
"Scheduled"
"Completed"

To see more details about a specific payment, click the payment listing. More information about that transaction will be displayed on the right-hand side, on a side panel.

Note- the payments showing in this example are currently "In Progress."

Find a Payment

To quickly locate a specific payment in this section, try entering keywords or an amount in the search field.

Note- searching for a payment within a section will only show results for payments with that status. For example, searching for a scheduled payment while looking at your "In Progress" payments will yield no results.

Edit a Scheduled Payment

Here is an example of an account with several scheduled payments. Clicking the "Scheduled" tab at the top of the page will display all upcoming payments.

These payments have a set processing date, but you can edit a scheduled payment's details prior to the processing date.

Click any payment in this section to see its associated details. To change information, click the pencil icon in the field you wish to edit. To cancel a scheduled payment, click the "Cancel Payment" tab on the Payment Details panel.

The payment we want to edit is part of a recurring payment series. We'll need to clarify if we want the edit to apply to this payment specifically or all payments within that series.

Select your preferred option and click "Continue." This will take you back to the payment submission process so you can change details as neccessary. Submit the payment again to update the scheduled payment.

If you decide to cancel a scheduled payment, you can do so via the "Cancel Payment" tab as referenced in the above. You will have an opportunity to review the payment details before confirming the cancellation.

Once a scheduled payment is canceled, Plastiq will not charge your card for the transaction and the payment will be removed from your record of payments.

If you cancel a payment that's part of a recurring payment series, we will ask you to clarify if you mean to cancel that specific payment or the entire payment series.

Note- once your payment shows as "In Progress", it means we've processed the charge and you cannot make any adjustments to the payment details or cancel it. If your payment has processed with incorrect information, please reach out to our support team via our website's live chat or email plastiq-service@plastiq.com.

Edit a Scheduled Payment

Related articles