Payments & finance
Action centre: resolve open payment topics
Chargebacks, failed refunds and open payments are collected in one place.
- For admins
Goal
No money topic is left behind – every case is resolved or deliberately closed.
What you need
- Admin role
Step by step
Open Action centre in the sidebar. The number shows open cases.
In the tab Open expand a group with Show cases.
Each case names person, amount and the fitting action, e.g. retry or refund manually, or Mark as paid out.
The tab Done lists closed cases with date and reason; Reopen brings a case back.
Tips
- New cases also show up in your notifications – as push if you like.
Menu names adapt to your industry – instead of "Courses" you may see "Classes" or "Services".