Review payments in Nod AI

Before you start

You need the appropriate Nod AI and revenue permissions.

Step by step

1. Open Payments from the Nod AI Dashboard.
2. Choose the period, provider, and currency you want to review.
3. Open a transaction to verify its customer, product, and amount.
4. Before recording a manual payment, confirm an integration has not already imported it.
5. Cross-check the transaction in operations Revenue when needed.

Verify payment before attributing a sale

Use the same contact, period, and product when comparing payments with conversations. A sent link, a click, or a promise to buy is not a confirmed payment. Review the transaction status and source before treating the outcome as revenue.

If a sale appears in the provider but not in Nod, first check the connection and product mapping. If it appears in Revenue but not in the expected Nod AI context, check its contact association. Do not create a second sale to make an indicator match; resolve the existing record’s association.

What to expect

You can review payments without creating a separate Nod AI ledger.

Troubleshooting

Selecting a currency filters records; it does not convert amounts using an exchange rate. Recording a payment does not charge a card.