IRIS Pay balance and activity

To view your IRIS Pay balance and activity:

  • Go to Sales > IRIS Pay then select Balance and Activity.

  • Or select View account from the dashboard widget.

screenshot of the available funds widget on the IRIS Pay portal

A summary is displayed with your payable and pending fund amounts along with your next scheduled payout. Select Pay out now to transfer payable funds to a linked bank account.

Payments

By default, all your payment transactions are displayed, select the Reference for any entry to directly open the associated sales invoice. You can select filters to view only transaction with the status Charged , Settled or Paid into bank.

Select filter iconFilters to apply additional filters based on Date range, Payment methods, Customer email, Reference, Payout reference, Charged amount or Net amount.

Select Get reconciliation report or Export to download a CSV of the transaction data.

Disputes

Select Disputes to view any disputed transaction data.

Select filter iconFilters to apply additional filters based on Date range, Reference or Disputed amount.