Plastiq Accept lets you monitor incoming payments in realtime and keep track of completed or outstanding payments. All of this information can be found in the Request area of your account.
There are three statuses that describe the current progress of a payment request:
| Sent |
In Progress |
Completed |
| Your request for payment has been sent to your contact and has not yet been paid. |
The contact has fulfilled this request and sent your payment. The funds are now in transit to your bank account. |
The payment has been deposited in your bank account. |
These statuses are displayed at the top of the page. Click one to view all requests with that funding status. The sections below describe how to navigate these status sections.
Sent Requests
- As soon as you create a new payment request, the request will appear in the Sent section. Select a request here to view details about that outstanding payment: the requested amount, due date, and memo.
Your Request History is also displayed in this space. At this stage, you can see when this request was created and when it was sent to the contact.
Click the + icon to create a new payment request. To resend an outstanding payment request, click Resend Request in the top right-hand corner. You can also copy the link for this request's payment page if you need to share it directly with your customer.
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- When you create a new payment request and don't complete it, it will appear in this section with a Draft label.
If you decide to send your customer the link via email you can select that request draft, click the options icon next to the payment request link and click Mark as Sent.
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- Did your customer decide to pay you outside of Plastiq or do you have an old payment request draft? To keep an organized view of your pending requests, select that payment, click the option icon and choose Delete Payment.
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Requests In Progress
- As soon as your customer fulfills a payment request, the payment will move to your In Progress section.
When a payment request indicates Payment Processing, it cannot be resent to the contact. These payments are in transit to your bank account and will be deposited in three business days after payment submission. Outstanding payments will be flagged as Past Due.
The Request History will now reflect the date the payment was submitted.
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Completed Requests
- Payments that have been successfully processed and deposited to your bank account will appear in the Complete section.
You can reuse any of these completed requests for future, identical payments. Click Reuse Request in the top right-hand corner to issue another request to that contact, using the previous payment's information.
A completed request will update its Request History to show when it was processed by Plastiq and the date it was deposited to your account. As you can see in the example below, the payment is deposited three business days after the Payment Submitted date.
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