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View Client Portal Payments

How To View Client Portal Payments For ZenCase Clients

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Written by Daryna Chorna
Updated over a week ago

How to View Client Portal Payments

  • Login to the Client Portal.

  • If you have two factor authentication enabled, you will need to enter the authentication code.

  • Click "Sign In" button.

  • You will be redirected to the Client Portal Dashboard page.

  • Go to the Payments list page by clicking "Payments" from left navigation bar.

  • Under Pending Payments section you can view:

    • Transacted date

    • Payer

    • Payment method

    • Payment amount

  • Under Payments section you can view:

    • Payment number

    • Transacted date

    • Payer

    • Payment method

    • Payment amount

  • Please note that if you do not have any pending payments, then you will be viewing the payments list only. Both tables appear when you have pending payments and settled payments.

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