Refund and payout access are separate
A staff member who can view payment history does not automatically have refund, payout, or settings access. Owners and assigned payment administrators control the appropriate actions.
After a customer pays, where can I see the transaction, refund it, or check when the money is paid out?
Review payment activity, refunds, and payouts in Nexus Payments
Nexus Payments provides a merchant workspace for processed payments, refund requests, settlement history, payout accounts, and eligible instant-payout requests. Review the transaction and settlement status, gross amount, fees, and net amount with access controlled separately for viewing, refunds, payouts, and settings.
Review payment activity, refunds, and payouts in Nexus Payments
Complete payment-processing setup
Finish Nexus Payments onboarding from Payment Processing settings. Once the merchant connection is available, open Nexus Payments to see its current connection state and activity.
Find the processed payment
Choose the date range and open Payments. Review the transaction status and available customer or invoice references before taking an action.
Submit a refund when appropriate
An authorized staff member can choose a payment and enter the amount to refund. Nexus checks the remaining refundable balance, submits the request to the processor, and records the processor refund reference and status.
Review settlement history
Open Payouts to inspect each settlement’s status, gross amount, processing fees, and net amount. Use the actual status rather than assuming that a collected invoice has already reached the bank.
Connect the payout destination
Add the supported bank account or an eligible debit card through the payout-method setup. The settings view displays connected instruments and the merchant’s payout configuration.
Request an eligible instant payout
Where an eligible settlement and enabled debit card are available, select an amount within the available balance. Review the displayed fee and net amount before authorizing the payout request; processor eligibility and limits still apply.
Payout configuration changes use support
The settings panel shows the payout schedule, rail, and settlement type. Changes to schedule and settlement type require processor support rather than an editable schedule control in this workspace.
Field collection remains attached to the invoice
On a supported iPhone with setup completed, the technician can open the invoice, choose Collect Payment, and use Tap to Pay for contactless cards or a digital wallet. Device readiness and the configured processor determine availability.
Before you get started
Questions about this workflow
Can I see payment fees and net settlements?
Yes. Settlement history shows status, gross amount, fees, and net amount for the available settlements.
Can staff issue a partial refund?
An authorized user can submit a specified refund amount. The server checks that it does not exceed the remaining refundable payment balance.
Is instant payout available for every payment?
No. It requires an eligible settlement, an enabled eligible debit card, sufficient available funds, and processor approval and limits. The request screen shows its fee and net amount.
Can I change the payout schedule myself?
The settings view shows the configured schedule. Schedule and settlement-type changes currently require processor support.
Can technicians accept contactless payments on iPhone?
Tap to Pay is available with a supported device and compatible configured processor after the account-linking and reader-setup steps are complete.
Walk through your work in Nexus
Bring an example of the work you manage today. We’ll demonstrate the steps, customer view, and setup relevant to your team.