Overview
This guide provides a step-by-step walkthrough for accessing and managing payment records for specific payers. Use these instructions to track transactions, filter results by date, and ensure your records stay accurate.
How to Access Payment History
To view a client's transaction record, follow these steps:
Open the specific Payer record.
Locate the Payment History tab on the far right side of the screen.
Essential Navigation Tools
Once you have opened the Payment History tab, you can refine your view using the following features:
Search Box: Quickly find a specific transaction by entering keywords or specific details.
Date Range: Filter the list to display only the payments made within a chosen timeframe.
Show All Payment History: Use this button (located on the right) to clear all filters and view every payment associated with that payer.
⚠️ Important Synchronization Notes
Understanding how data syncs will help you avoid duplicate records and missing data:
Start Date: A payer's history only begins with the first payment processed after the payer record is created.
Legacy Transactions: If you create a Payer record from an existing transaction, that historical payment (and any before it) will not appear in the history tab. Only future payments are tracked here.
Linking to Payment Manager:
New Payments: Future transactions will include a Go To Payer link in the upper-right of the Payment Details screen.
Old Payments: Previous transactions will still display a Create Payer link.
Pro-Tip: Do not click Create Payer on old transactions if a record already exists; doing so creates a duplicate.