Checking Payment History

It is important to be able to explain to customers all of the transactions that relate to their payment method. An end user can see all transactions against a specific payment line by checking the payment history. For example, if a credit card is authorized manually, then that action is noted in the history, along with the date and requestor.

The specific changes that are recorded in the payment history are determined by settings your company makes in the Application Administration screen, Audit Trail view. For complete information about setting up Audit Trail, see Siebel Applications Administration Guide.

To check payment history

1. Navigate to the order for which you want to check payment history.

2. Click the Payments view tab.

3. In the Payment Lines list, which appears after the Payments form, select the payment for which you want to see history information.

4. From the menu of the Payment Lines list, select Payment History.

   The Payment History dialog box appears, listing information about changes to the payment item.