- This feature is available for upgraded accounts only.
- You can view the status and details of all online and offline payments in
All payments
.
Tableview of All Payments
Follow the steps below to access and verify payment information:
- Click
Payments
. - Click
All payments
. - View
All payments
💡You can customize the column settings to make it easier to find the information you need.
Index Reference for Payment Table
-
Unit: Indicates the organization unit responsible for the payment.
- Payment Status: Shows whether the payment is successful, pending, refunded, or partially refunded.
-
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
- Click
Payments
- Click
All payments
- 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 thenSave
after making any edits.
- You can add any internal remarks about the payment by selecting
- Payment Details:
- You can view the detailed information about this online/offline 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 employee name).
- Overview:
Filtering
Create filter templates to support your daily operations.
- Click
Payments
- Click
All Payments
- Click
Filter
at the top right corner. - Click
Add Filter
- Fill in the name of the filter
- Click
And
to proceed to the next step to select the desired filter criteria. - Set the filter conditions by selecting
Field Name
- Enter the desired value in the input field.
- Click on the trash bin icon on the right to delete the added filter or click on
Add Filter
to add more filters. - After completing the settings, scroll down and click
Save
- Click on the filter to apply it (a checkmark will appear).
Searching
Use the search function to make it easier to find information.
-
Go to
Payments
. -
Click
All payments
. -
Click
Search
. -
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 thenSave
after making any edits.
- You can add any internal remarks about the payment by selecting
- Payment Details:
- You can view the detailed information about this online/offline 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 employee name).
- Overview:
Online Payment Guide
- Amount: The amount paid.
- Fee: The transaction fee for online payments.
- Refunded: Indicates if the payment has been refunded by the organizer.
- Net Amount: The amount received after deducting refunds and transaction fees.
- Status: The status of the payment.
- Description: Any additional description of the payment.
- Receipt: The receipt for this payment.
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