Navigating the Payment Activity Page

TABLE OF CONTENTS

• Finding the Payments Page
• Exporting Your Payment Data
• Viewing Client Information
• Viewing Payment Details
• Marking a Request as Paid
• Canceling an Invoice/Payment

The Payment Activities page is where all your transaction history is stored. When you send a payment request to a client, that request will appear there. From there you can see if the request has been sent, paid or canceled. You can also view client information, the payment amount, and which associate sent the request. View and manage your Payment information by following the guidelines below. 

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Finding the Payments Page

To get to the Payment Activity page, click on the Payments tab located at the top of your Dashboard. 

Exporting Your Payment Data

To export your data, click on the Export button located on the right side of the Payment Activity page. All information will be downloaded as a .csv file.  

Viewing Client Information

To view client information, click on the client's name. Click on either the + or the pencil icon to edit their information. 

Viewing Payment Details

To view the payment details, click on the dollar amount on the left side of the individual payment row. 

Sending a Payment Reminder

To send a reminder, click on the dollar amount listed for the payment request in question. Then, click on Send Reminder located at the top right of your screen. A pre-written message will appear. Edit as needed and click Send Reminder.

Marking a Request as Paid

Click on the Mark as Paid button located to the right of the button labeled Send Reminder. Enter a payment method for the transaction and click Mark as Paid.

Canceling an Invoice/Payment

At the bottom of the Payment Activity Details page, click on the red button labeled Cancel Invoice. Write a reason for the cancellation and click on Cancel Payment. 

If you have any questions or concerns regarding Payments, contact our Customer Support Team at [e-mail] or [phone].