The Payins section gives you a complete record of every incoming payment processed through Hello Clever for the selected Payments Account. This page covers how to navigate the Payins history table, drill into individual transaction details, generate payment links manually, and handle disputes when they arise. The screen notes the display time zone (for example, Sydney GMT+10:00).

​
Payins history layout

The Payins history table shows one row per transaction. Each row includes: You can sort by Amount, Name, and Created Date using the arrows in the column headers. Use Previous and Next at the bottom of the table to move between pages.

​
Searching and filtering

Use the Search box at the top to find transactions by details such as PayIn ID, name, or external ID. Alongside it are three dropdown filters:
  • Date — focus on a specific timeframe.
  • Status — Authorised, Received, Refunded, Partially Refunded, In Dispute, and more. The pill shows your current selection (for example, Status: Authorised & 8 more).
  • Payment method — Visa, PayID, and other methods.
Click Reset filters to clear everything and return to the full list. Use the refresh icon to reload the latest transactions.

​
Customizing columns

Click the settings (gear) icon above the table to choose which columns appear. Check or uncheck any field to tailor the view to what matters most for your operations.

​
Exporting Payin data

1

Open the export dialog

Click the Export button in the top-right area of the Payins screen.
2

Enter your email

In the Email to field, enter the address where you want the exported file sent.
3

Confirm and export

Click Export. The report is generated in the screen’s display time zone (for example, Sydney GMT+10:00) and follows any filters you have applied.
The export will follow your current filters. If don’t set filters, the export covers the past 30 days.

​
Understanding Payin details

Click any row in the Payins history table to open the Payin Details page for that transaction. The header shows the payin amount (for example, Payin $14.00) alongside a status badge such as Received. The page is divided into the following sections:
A financial summary of the transaction:
  • Transaction amount — the total payment amount (for example, $14.00).
  • Fees — fees deducted from the transaction (for example, - $0.78). Expand this row to see the fee breakdown.
  • Amount (Net) — the net amount credited to your balance after fees (for example, $13.22).
Specifics of the payment and the method used:
  • Balance ID — identifier for the balance entry associated with this payment (for example, bl_pi_A3XTtNQsmudo). A copy icon is available.
  • Payin ID — unique identifier for the payment (for example, pi_A3XTtNQsmudo). A copy icon is available.
  • External ID — an identifier from an external system, if one applies. Shows --- when none.
  • Reference — unique payment reference (for example, CARD_8YeGMVQditpg5Gu). A copy icon is available.
  • Created date — when the payment was created, shown in the display time zone.
  • Updated date — when the payment was last updated.
  • Paid on — when the payment was completed.
  • Expiry date — when the payment authorization expires.
  • Method — payment method used (for example, Visa or PayID).
  • Plugin type — the platform used to process the payment (for example, Hello Clever API).
Details of the customer linked to the payment:
  • Customer ID — the customer’s unique identifier (for example, cus_P4IBHCN8). This field is clickable — select it to open the customer’s record.
  • Name, Email, Address, and Phone.
  • If a field has no value, it is shown as ---.
Information about the payment instrument used by the sender:
  • Card number — the masked card number (for example, **** 1000).
  • Card brand — the card network (for example, Visa).
From the top-right of the Payin Details page you can also Refund payment directly if needed. Use the Request Payment feature to create a payment link or QR code you can send directly to a customer — useful for invoices, in-person requests, or situations where the customer cannot reach your checkout.
1

Open Request payment

Click the Request payment button in the top-right of the Payins screen. You can also reach it from the Request Payment item in the account’s sidebar menu, or the Request payment button on the All Balances screen. The Create Payment Request dialog will open.
2

Enter the amount

In the Amount field, enter the value you are requesting. The currency (for example, AUD) is shown to the left of the field.
3

Select the payments account

Choose the Payments Account that should receive the payment from the dropdown (for example, Arttoy Store).
4

Select or add a customer

Use the Customer dropdown to select an existing customer. To create a new one, choose the add-customer option and fill in the fields that appear:
  • First name (required)
  • Last name (required)
  • Email (required)
For payment requests in JPY, enter the customer’s first and last name in full-width katakana, matching the name registered with the bank account paying for the request.
5

Add a description

Enter a Description for the request. This field is pre-filled with a default value (for example, Arttoy Store payment link), which you can edit.
6

Set the expiry

Use the Expires in dropdown to set how long the payment link remains valid (for example, 7 days). This creates a deadline for the customer to complete payment.
7

Create the request

Click Create to generate the payment request, or Cancel to discard it. Once created, you will receive a payment link and a QR code to share with the customer.
Amount, Payments Account, Customer, Description, and Expires in are all required fields, marked with a red asterisk (*).
After the customer completes payment, you will receive a confirmation notification in the Notifications section.

​
Resolving disputes

When a dispute is raised on a transaction, Hello Clever sends you an email notification with the details. Follow these steps to resolve it.
1

Log in and navigate to Payins

Go to the Hello Clever dashboard and open the Payins section for the relevant Payments Account.
2

Find the disputed transaction

Use the search box to locate the transaction by name, PayIn ID, or external ID.
3

Open payment details

Click the transaction row to open the Payment Details page. The Dispute Resolution options will be shown here.
4

Choose a resolution action

Click Accept Dispute. A confirmation dialog will appear. Confirm to process the refund and close the dispute.
5

Add additional evidence (optional)

If you have more documents to support your case, click Update Evidence on the Payment Details page to upload them at any time.
6

Await resolution

After submitting, Hello Clever’s support team will review your submission and notify you of the outcome by email.
If you need further assistance with a dispute, contact Hello Clever Support directly from the dashboard.