User Payment History

The User Payment History page displays payments initiated by the user. It also displays the Payment Date, Transaction/check #, Client Number, Invoice Number, Description, Amount, Status, Action, and Note.  Additional links enable you to:
 

• view invoice details

• view user payment details

• edit or delete a payment in requested status

• annotate a payment

• download the list of payments

• filter payments

Notes:  

• Listed payments that include a transaction number were made interactively through the application.

• Payments displayed as off-line or as a check number were made through the billing system.

• Multiple Accounts display under Client Number. If a payment was made across multiple accounts, use the amount link to view payment details.

• Multiple Invoices display under Invoice Number. If a payment was made to multiple invoices, use the amount link to view payment details.

1. Click the Invoice Number link to view the invoice details (see Introduction to Invoice Details).

2. Click the Amount link to view payment details.  
   Result: The User Payment Details page displays with the payment date, transaction/check #, Client Number,  Invoice Number, Amount, Payment Method, recurring payment indicator, Status, note icon, Payment Transaction detail, and Originating Request User Information.

3. Under Payment Transactions, click the Amount Link, if applicable.
   Result: The Account Payment Detail screen displays.
   Note: Click Back to return to the previous screen.

Modifying Requested Payments

To EDIT details of a requested (or scheduled) payment:

1. Click the Payments tab, then User Payment History.

2. Click the Edit link under the Action column ().
   Notes:

   • This is only available when a future payment has been scheduled and the payment is in requested status.

   • Only the user who initiated the payment can modify it.
     Result: The Edit a Payment page displays.

3. Change the payment amount, payment date or method.

4. Click Cancel to go back to User Payment History.
   OR
   Click Recalculate to change and subtotal the payment amount.
   OR
   Click OK to display the Verify Payment screen.  

5. Click Edit to return to the Edit a Payment screen
   OR
   Click Confirm
   Result: The Confirm a Payment screen displays with the message The following payment has been scheduled/successful displayed.
   
    

Deleting Requested Payments

To DELETE a requested (or scheduled) payment:

1. Click the Payments tab, then User Payment History.

2. Click the Delete link under the Action column ().
   Result: The Verify a Payment screen displays.

3. Click Cancel to return to User Payment History.
   OR
   Click Confirm.
   Result: The message The following payments have been deleted displays.

Annotating Payments

1. Click the Payments tab, then User Payment History.

2. Annotate a payment or view its existing annotations by clicking the payment's associated Note tool.  
   Note: The Note tool appears empty () when a payment has no existing annotations, and non-empty () when a payment has been annotated one or more times.
   Result: The Payment Notes page displays.
    

Filtering Payments

Filter the list of payments associated with the currently selected account by any or all of the following criteria:

• payment date

• invoice number

• payment transaction/check number

• payment amount

• status

• suggested result limit of 25 (actual limit is 100)

Click Filter.

Result: The User Payment History page displays the list of payments matching the specified filter criteria.

Downloading the User Payment History

1. Click Download.
   Result: The Download page displays.

2. Select CSV.

3. Click Open, then save the file to your PC.

4. Click Back to return to the User Payment History screen.