Settings of Payments

• This feature is available for upgraded accounts only.
• You can view the status and details of all payments in All payments.

1. Tableview of All Payments

2. Viewing Details of a Single Transaction

3. Filtering

4. Searching

Tableview of All Payments

Follow the steps below to access and verify payment information:

1. Click Payments.
2. Click All payments.
3. View All payments

💡You can customize the column settings to make it easier to find the information you need.

Index Reference for Payment Table

• Payment owner: Indicates the organisation unit responsible for the payment.

• Payment Status: Shows whether the payment is successful, pending, refunded, partially refunded or voided

• Transaction Date: The date when the payment was approved.

• Updated Date: The latest date of any modifications made to this payment.

Viewing Details of a Single Transaction

1. Click Payments
2. Click All payments
3. Click “ ⋮ ” at the end of the column and select View Details.
   

• Index Reference for Payment Details
  • Overview:
    • You can view the payment amount, status, and other details in the payment overview.
  • Internal Remarks:
    • You can add any internal remarks about the payment by selecting Edit and then Save after making any edits.
  • History:
    • You can track the actions taken for this payment.
    • The payment details include the date and username of the transaction, payment amount, receipt number generated by the system, and refund details (date, amount, and employee name).
  • For instructions on voiding a payment, please refer to this page.
  • For instructions on issuing a refund, please refer to this page.
  • For instructions on reissuing a receipt, please refer to this page.

Filtering

💡The system provides default filter templates, including payments made today, payments in the last 7 days, payments made in the current month, payments made in the current year, payments based on a custom date range, paid payments, refunded payments, voided payments, payments associated with specific units, payments related to membership and volunteer dues, payments related to activities, and credit card payments (Stripe). You can also create filter templates to support your daily operations.

1. Click Payments
2. Click All Payments
3. Click Filter at the top right corner.
4. Click Add Filter
   
   
5. Fill in the name of the filter
6. Click And to proceed to the next step to select the desired filter criteria.
   
7. Set the filter conditions by selecting Field Name
   
8. Enter the desired value in the input field.
9. Click on the trash bin icon on the right to delete the added filter or click on Add Filter to add more filters.
   
10. After completing the settings, scroll down and click Save
    
    
11. Click on the filter to apply it (a checkmark will appear).
    

Searching

Use the search function to make it easier to find information.

1. Go to Payments.

2. Click All payments.

3. Click Search.

4. Select the scope you want to search in.

   

• Index Reference for Payment Details
  • Overview:
    • You can view the payment amount, status, and other details in the payment overview.
  • Internal Remarks:
    • You can add any internal remarks about the payment by selecting Edit and then Save after making any edits.
  • Payment Details:
    • You can view the detailed information about this payment.
  • History:
    • You can track the actions taken for this payment.
    • The payment details include the date and username of the transaction, payment amount, receipt number generated by the system, and refund details (date, amount, and the name of the handler).