Once Understory Pay is activated, you can manage all payment-related activity directly in your Understory back office.
All payment controls are available under the Pay tab in the sidebar.
Viewing transactions
Under the Payment tab, you can:
View all completed payments
See transaction details
Check payment status
Identify linked bookings
Each payment is directly connected to its corresponding order for full transparency.
Processing refunds
Refunds can be processed directly from your back office.
To issue a refund:
Go to the relevant booking
Select the payment
Click Refund
The refund will be processed automatically and linked to the original transaction.
Please note that refunds are treated as transactions and standard transaction fees apply.
Monitoring your balance
In the Payment section, you can:
See your available balance
Track pending payouts
Monitor incoming payments in real time
This gives you a clear overview of your current cash position.
Managing payout schedules
You can configure how and when payouts are sent to your bank account.
Available options include:
Setting payout frequency
Choosing payout timing
Setting minimum balance thresholds
Payouts are transferred directly to the bank account you registered during onboarding.
Financial reporting
Understory Pay provides built-in reporting tools to help with accounting and reconciliation.
You can:
Export transaction reports
Filter by date range
Track refunds and chargebacks
Share access with your finance team
Giving access to your bookkeeper or finance team
If your accountant needs access:
Invite them to your Understory back office
Ask them to create an account
Assign them the Finance permission scope
They will then be able to access payment reports and transaction data.
Failed payments and disputes
If a payment fails:
The customer is not charged
The booking is not completed
If a customer initiates a dispute (chargeback):
You will be notified
The case can be managed through the payment section