This feature is available on all Goodshuffle Pro Plans.
There are 22 different types of payment 'Statuses' that may be shown under your Client Activity report.
Each 'Status' corresponds to an 'Activity Type'; you will only see certain payment statuses from the filter based on the 'Activity Type' (i.e. charge, refund, dispute, platform payment, platform debit).
For example, if you select 'Payment' under 'Activity Type', you'll only see payment statuses that payments can be in.
Activity Type -> 'Status'
Payment
Pending: any payment that has not yet been processed
Charged: payments that have successfully processed
Failed: payments that have failed
Held: ACH payments where the deposit or deduction is pending until the funds have been processed
Fully Refunded: payments that are refunded in full
Partially Refunded: payments that are partially refunded, or not refunded in full
Disputed: payments that are disputed by your client
Partially Disputed: a portion of the payment was disputed by your client
Refunded & Disputed: the payment was disputed and fully refunded
Partially Refunded & Disputed: the full payment was partially disputed and those partial funds were refunded to your client
Refund
Succeeded: a refund was processed successfully and was sent to your client
Failed: a refund failed to process and was not sent to your client
Canceled: a refund that is canceled while processing, meaning it was not yet issued to your client
Dispute
Needs Response: disputed payments that require additional documentation from you
Under Review: the issuing bank has received the dispute for the payment, including additional documentation, and is reviewing the information
Under Review Warning: this means that the card issuer is considering the evidence you submitted and is deciding whether to escalate the dispute into a full chargeback
Won: the issuing bank ruled in your favor and funds will return to you
Lost: the issuing bank ruled in favor of your client; the funds from the payment will remain with your client
Closed (Warning): this is often referred to as an inquiry that has been closed in your favor and does not require any further action
Requires Action: additional steps are required from you to move through the dispute process
Inquiry Warning: this refers to the card issuer considering whether to open an inquiry
System Credit
Complete: funds from payments were received
System Debit
Complete: funds were withdrawn from payments (e.g. Stripe Transfer Fee)
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