Review Customers and Payment Records

Ask your AI assistant to work with MoonClerk: review Customers and Payment Records.

What to Ask Leina to Do with MoonClerk

Copy a prompt, add your details, and send it to Leina in your connected team chat.

List dated payments and inspect selected records.

List payments from [start date] to [end date], follow count/offset pagination, and summarize returned amounts and statuses.

Read a customer and their payment history.

Read customer [numeric customer ID] and list their payments. Summarize the returned billing history.

Get Started with MoonClerk

  1. Connect Your Account

    Connect using your MoonClerk API Key.

  2. Try a Task

    Tell Leina what you need in your team chat. Include the source, destination, and expected result.

    Set Up Leina in Your Chat →
  3. Check the Result

    Review the result and any changes in the connected app.

Supported MoonClerk Capabilities

MoonClerk read actions provide payment forms, customer records, and payment details for an AI assistant to reconcile.

Review payments in a period

List dated payments and inspect selected records.

Review a customer

Read a customer and their payment history.

View All 6 Actions
  • List Forms
  • Get Form
  • List Customers
  • Get Customer
  • List Payments
  • Get Payment

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Frequently Asked Questions

Can I charge or refund a customer?

These actions only read forms, customers, and payments; they do not initiate charges or refunds.

Can I filter upcoming customers?

Customer listing supports next-payment date filters, as well as form, checkout date, and status filters.

How do I inspect one payment?

Provide its numeric payment ID to get_payment for the individual record.

Your AI employee for MoonClerk

Tell Leina what you need in your team chat. Include the source, destination, and expected result.