What is advanced filtering in payments?

When using the payments filter, you are provided the "simple view" as default, which allows you to just view paid or unpaid invoices. 

Toggling to "advanced view" allows you to expand filtering options to dig deeper into payment statuses. Definitions of available statuses are as follows:

Invoice Status

  • Pending: Ticket sale has occurred; Optimal has not yet received payment from the marketplace
  • Received: Payment has been received from the marketplace
  • Review: The system detected a discrepancy and is under review by Optimal
  • Paid: Has already been paid to a vendor as part of another payment

Payment Status

  • No payment: Ticket sale has occurred, but has yet to be paid to the vendor
  • Pending: Payment has been created in Optimal and is being reviewed before completing
  • Complete: Optimal has initiated the ACH bank transfer to the vendor account

Type

  • Payment: Payment from Optimal to the vendor
  • Adjustment: A marketplace has made an adjustment that need to be adjusted for the vendor (i.e. penalty fee, etc)
  • Cancellation: Cancelled event
Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.