Viewing Payment Details

To answer customer inquiries, or determine how to best service a customer, you might need to view detailed information about a specific payment that was made. You can access payment history details from the Billing tab.

To view payment details:

1. Access the Customer Dashboard for the billing account you want to review and select the Billing tab.
2. Click on a payment record in the Financial History section.
3. The system displays the Payment drawer on the right side of the screen, which includes:
   • Payment
   • Tender
   • Payment ID
   • Payment Amount
   • Payment Status
   • Payment Date
   • Payment Method
   • Payment Segment Distributions
4. To view details about a payment segment distribution for the payment, click on a Payment Segment card. Click the X at the top to close the payment segment detail.
5. To close the Payment Detail drawer, click the X at the top.