Payment History
Payment History is your complete record of every payment taken through AyloCare — online via Stripe, or recorded manually.
Accessing Payment History
Go to Payments in the left sidebar, then select the Payment History tab.
What You’ll See
Each row shows:
- Client — who the payment is from (or the ad-hoc recipient name, for an invoice issued without a client record)
- Date, Amount, Status
- Invoice — download the receipt PDF
- myDATA — only shown once you’ve connected myDATA (see below)
Payment Statuses
| Status | Meaning |
|---|---|
| Paid | Payment successfully received — online or manual. A manual payment shows the same Paid status; there’s no separate label for it. |
| Pending | A payment request has been sent but not completed yet. |
| Cancelled | The payment request was cancelled. |
| Refunded / Partially Refunded | Some or all of the payment was returned to the client. |
The myDATA Column
If you’re connected to myDATA, every relevant payment shows a filing-status badge:
| Badge | What it means |
|---|---|
| Sent ✅ | Filed successfully. Click for the MARK and QR code. |
| Pending | Filing in progress. |
| Not synced | Hasn’t been filed yet — unusual once myDATA is on. |
| Failed | AADE rejected it, or AyloCare couldn’t reach it. Click for the reason. |
| Needs review | Filed successfully, but the payment was later refunded or disputed — see Fixing a mistake. |
| Cancelled | The receipt was voided at AADE. |
If you’re not connected to myDATA, this column doesn’t appear at all — there’s nothing to show. See the myDATA section if you’re a Greece-based professional and haven’t set it up yet.
Filtering & Searching
Use the controls at the top of the page:
- Search by client name
- Status chips — All, Pending, Paid, Cancelled
- Date range
This is especially useful at the end of the month, or when pulling together records for your accountant.
Tips
- Review history monthly — a quick check keeps your records clean
- Cross-reference with your calendar — if a session shows Completed but never appears here, it may still be unpaid
- All Stripe payments are also visible in your Stripe dashboard, which has additional detail and its own refund tools
A receipt that’s already been filed with myDATA can’t be deleted — only cancelled. See Fixing a mistake if you filed one by accident.