View Payment History for an Account

Use the Payment History panel to view payment history for the account displayed in the Work Form.

To view payment history for an account

In the Reference Panel navigation bar, click Available Panels and then click Payment History.

Payment History panel

UID: Code that identifies the payment transaction. Click the link in this column to view payment details.

Effective Date: Date and time the payment transaction occurred.

Entered Date: Date and time a user added the payment transaction to the system.

Total Paid: Payment amount.

Batch Type: Type of batch associated to the payment transaction.

Method: Payment method.

Comment: More information regarding the payment transaction.