Overview
You can access detailed payment information and export reports directly from the Pay dashboard. This allows you to review cardholder details, monitor payment statuses, and download data for reconciliation or reporting purposes.
How to access payment data and reports
Follow these steps in order:
Go to Pay from the main navigation menu.
Review the Payments dashboard, where all payments are listed.
Use the status filters (e.g. Created, Sent, Paid, Refunded, Transferred) to narrow down results if needed.
Use the search bar to find a specific payment by client name, email address, reference, or creator.
Click on an individual payment card to open the full payment details.
Within each payment, you can view:
Cardholder Name
Cardholder Address (billing address)
Card Type (consumer or business/corporate card)
Payment history (including reminders and completion details)
Invoice and matter references (if included)
You can also view cardholder details directly from the email receipt sent after a successful payment.
How to export payment data
You can download real-time payment data from the dashboard.
Go to Pay
Apply any filters or search criteria if required.
Click the cloud download icon on the right-hand side of the search bar.
Select your preferred format (Excel or CSV).
The exported file will reflect the filtered view currently shown on your dashboard.
Note: You can also export transfer-level data from the Transfers tab, including transfer references and grouped payment breakdowns to support reconciliation.
What happens next
Exported files download immediately in your selected format.
Dashboard data updates in real time as payments are made, refunded, or transferred.
Transfers to your firm’s bank account occur at 9am and 4pm (Monday to Friday), and grouped transfers can be reviewed in the Transfers tab for full breakdowns.
Important information
Payment data shown in the dashboard is real-time and reflects the current status of each transaction.
Transfers may group multiple client payments into a single bank transaction. Use the Transfers tab to view a breakdown of individual payments within each transfer.
Cardholder details are visible for transparency and reconciliation purposes. Card details themselves are not stored on the platform.