The summary
Three cards at the top:- Gross amount — the sum of what was sold.
- Total received — what actually came in.
- Valid payments — how many records count, with an amber notice when one is pending review.
The history
The table shows Date, Product, Source, Status and Amount. Source tells you where it came from: Manual (you recorded it) or the gateway’s name. Status can be:Filters
- Period — the From and To fields, with Clear period to go back to normal.
- Status — comes filtered on Paid. Switch it to All when you’re investigating something.
- Source — All sources, Gateways or Manual.
Record a payment by hand
This is for what came in outside the integrations: PIX, cash, a transfer, a plan sold in person.1
Click Record payment
The red button at the top of the tab.
2
Fill it in
Amount received, Currency, Product or plan (e.g., Monthly coaching), Date
and time, Installments and Notes.
3
Save
Click Save payment. It goes into the history with Manual as the source.
See the detail of a payment
Click any row to open the Payment details side panel, with the gross amount, the net amount, what was refunded, the sale data and the audit trail — who recorded it, when, and the event history for that payment.Delete a manual entry
Only manual entries can be deleted (with the trash icon or from the footer of the details panel). Kampp asks for a reason for the deletion.Deleting takes the entry out of the financial view and out of the totals, but the record
is kept for auditing. Nothing is truly erased — that’s why the reason is required.