# Recent Payments report

View successful and failed transactions, export payment data, and confirm posting status for customer payments.

February 5, 2026

The **Recent Payments** report allows dealership staff to review, filter, and manage all customer payments processed through Carpay. It provides a centralized view of transaction activity across all payment platforms and methods.

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## Overview

This dashboard displays both successful and unsuccessful payment attempts, making it easier to:

- Track posted payments
- Identify failed transactions
- Reconcile payments with your DMS
- Export transaction data for reporting

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## Tab navigation

At the top of the page, you can switch between two tabs:

- **Approved Payments** — Payments that have been successfully approved and posted.
- **Failed Payments** — Transactions that were declined or did not complete successfully.

Each tab shows only the payments relevant to that status.

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## Filters & export options

You can refine and export payment data using the tools at the top of the page:

- **Date Range Filter**— View payments within a specific time period.
- **Search Bar** — Search by customer name, VIN, account number, reference number, or other values.
- **Export Options**
  - **CSV** – Download the data as a spreadsheet.
  - **PDF** – Generate a printable report.
  - **Columns** – Customize which columns are visible in the table.

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## Table column breakdown

Each row represents a single transaction. Columns may include:

| Column                | Description                                                                     |
|----------------------|---------------------------------------------------------------------------------|
| **Name**             | Customer's name (clickable to open the account).                               |
| **Account #**       | Internal customer account number.                                               |
| **Stock #**         | Vehicle stock number.                                                          |
| **Reference #**     | Unique transaction identifier.                                                  |
| **VIN**             | Vehicle Identification Number.                                                  |
| **Date/Time**       | When the payment was processed or attempted.                                   |
| **Platform**        | Payment origin (website, mobile app, dealer terminal, refund, Autopay, etc.). |
| **Collector**       | Staff member who processed the payment, if applicable.                         |
| **Company**         | Dealership or RFC receiving the payment.                                       |
| **Approved in DMS** | ✓ = Successfully posted in the DMS. _Refunded_ or _N/A_ if not applicable.   |
| **Payment Method**   | Debit card, credit card, cash, etc.                                            |
| **Total Amount w/ Conv. Fee** | Full amount charged, including any convenience fee.                      |
| **Amount Sent to DMS** | Net amount posted to DMS after fee handling.                                 |
| **Fees**             | Indicates whether any fee was applied, such as a convenience fee.              |
| **Memo**             | Internal notes related to the payment.                                         |
| **Action**           | Click **View Receipt** to see the detailed receipt or transaction details.      |

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## Customizing your view

You can tailor the table to your workflow:

1. Click the **Columns** button.
2. Check or uncheck fields to show or hide specific data.
3. Your column preferences will update instantly.

This is useful when exporting reports or focusing on specific payment details.

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## When to use this page

The Recent Payments page is commonly used for:

- Daily payment reconciliation
- Investigating failed transactions
- Verifying whether payments are posted to the DMS
- Exporting transaction data for accounting
- Reviewing payment details and receipts