View a Payment

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 Information Hub for the billing account you want to review and select the Billing tab.
  2. If necessary, use the filters above the table in the Financial History section to locate the payment you want to view.
  3. Select the hyperlink in the Transaction Type column for the payment record.
  4. The system displays the View Payment Summary drawer on the right side of the screen, which includes:
    • Tender
    • Payment ID
    • Payment Amount
    • Payment Status
    • Payment Date
    • Payment Method
    • Payment Segment Distributions
  5. Optionally, you can navigate to the Payment page by selecting the hyperlinked payment ID. Use your browser's Back button to return to the View Payment Summary drawer.
  6. To close the drawer, select the X at the top.

Parent topic: Financial History