Customer Portal - Payment History Overview

1. Navigate To Payment Section

   You can track and review payment transactions by using the Payment History section in the Customer Portal. First, navigate to the "Payment History" section.

   

2. Open Payment History Tab

   The Payment History dashboard lists all payment transaction for the company. You can select a payment from the grid view or search for a specific payment using the column headers. In order to complete these actions, you will need the "Accounts Payable" permission.

   

3. Click "Columns"

   You can also customize your Payment History view by clicking on the "Columns" tab on the right hand side of the grid.

   

4. Add Column Headers

   Here, you can add or remove columns by clicking the check box associated with the column header name.

   

5. Select Options

   In this example we will add "Company Name" and "Status" to our view.

   

6. Click the "x"

   Once you have selected your columns, click the "x" to close the menu.

   

7. Re-Order Columns

   You can re-order the columns by clicking in the column header and dragging them within the grid view.

   

8. Click "Views"

   You can save your custom view by clicking the "View" tab on the right hand side of the grid.

   

9. Click "Add View"

   Next, click "Add View".

   

10. Name the View

    Then, name the custom view.

    

11. Default or Company View

    You can set the view as your default view so that when you are in Payment History, these details always populate. You can also make it available for all users in the company.

    

12. Click "Add"

    Next, click "Add" to save the view settings.

    

13. Click Views

    You can now toggle between the available saved views.

    

14. Click "Spreadsheet" icon

    You can export your Payment History for use in accounting software or for further analysis, by clicking on the "Spreadsheet" icon on the right hand side of the grid.

    

15. Click "File"

    Then, click "File".

    

16. Click "Export"

    Next, click "Export".

    

17. Save As Dialog Box

    In the "Save As" dialog box, enter a File name and click "Save" to save the export to your computer.

    

18. Payment History View

    The file has been saved and you are returned to the Payment History dashboard.