[Account Owner] Credit Card & ACH Payout Transaction Types
On your Transaction Report you will see different Transaction Types. Here is what they mean!
Payment - Payment was made via ACH (a bank account).
Charge - Payment was made with a credit card.
Refund - This is a refunded payment.
Adjustment - Additions or deductions from your balance that are made outside of the normal charge/refund flow, e.g. a dispute fee.
Payment Failure Refund - An ACH payment failure, which is refunded to the client.
Offline Payment - This is a payment marked a paid manually.
Offline Payment Adjustment - This is an immediate adjustment to the payment manually marked as paid as money did not flow through AdvicePay.
Dispute - This is a refund back to your client for a disputed charged made.