Viewing Payment History in olooa
Keeping track of payments is essential when managing projects and teams. olooa makes it easy to view your payment history, ensuring transparency and helping you stay organized with financial records. You can quickly see details like what the payment was for, who received it, and its current status, all from the Payment tab.
In this article, we’ll show you how to access and review your payment history.
How to View Payment History in olooa
Go to the Payment Tab
From your project dashboard, navigate to the Payment tab. This is where you can manage all your project-related payments and view your entire payment history.
Review Payment Details
In the Payment History section, you’ll find a detailed breakdown of all the payments that have been made. For each payment, you’ll be able to see:
What It Was For: The specific task, stage, or work that was paid for (e.g., thumbnail creation, video editing).
Who It Went To: The name of the team member or freelancer who received the payment.
Payment Status: Whether the payment is pending, completed, or failed. This allows you to quickly identify any issues with transactions.
Filter or Search Payments
You can filter payments by date, project, or team member to quickly find specific transactions. This is useful when reviewing financial records for tax purposes or project management.
Why Payment History is Useful
Transparency and Accountability
Viewing the payment history ensures that every transaction is clearly documented. This transparency helps both project owners and team members stay informed about payments and their statuses.Simplified Financial Tracking
Having a centralized view of all payments helps you keep track of project expenses and manage budgets more effectively. With all the payment details available at a glance, you can easily monitor project costs over time.Identify Payment Status
Checking the payment status allows you to quickly resolve any issues with pending or failed payments, ensuring that your team gets paid promptly.Tax and Expense Management
The payment history in olooa provides detailed records of all your payments, making it easier to track expenses for tax write-offs or for internal bookkeeping purposes.
Need More Help?
If you have questions about viewing payment history or managing payments, feel free to reach out to our support team or explore more help articles in the olooa Help Center.