Viewing Payment History

Agency staff can view payment history on the Payment History page.

This example shows the Payment History page.

Example of the Payment History page

Reviewing Payment History

  1. Select Billing and Payment > Payment History in the navigator.

    Note: Registered public users can also access this page from the Registered Public Landing Page by selecting View Payment History from the I Want To field. Public users can view only the payments that they submitted.

    The Payment History page displays all of the payments received by the agency. You can search for and sort payments by:

    • Payment method

    • Payment reference ID

    • Payment transaction ID

    • Receipt date

    • Payment amount

    • Payment currency

    • Applicant first name and last name

      Note: The payer name appears on the Payment History Details page. The payer name depends on the payment method. No name is displayed when payment is made through a trust account.
    • Record ID

    • Record type

  2. Select a payment to view additional details on the Payment History Details page.

    This example shows the Payment History Details page.

    Payment History Details page

The Payment History Lines grid displays the transaction lines associated with the payment. You can select a payment history line to view additional details on the Payment History Line Details modal page.

The Cash Drawer Lines grid displays the cash drawer transaction lines associated with the payment. You can select a cash drawer line to view additional details on the Cash Drawer Line Details modal page.

Note: The Cash Drawer Lines grid does not appear for electronic payments.

The Refund History grid displays any refunds associated with the payment. You can select a refund to view additional details on the Refund Detail modal page. For more information on refunds, see Viewing and Processing Refunds.

The Payments on Account grid displays any payments on account associated with the payment. You can select a payment on account to view additional details on the Payment on Account Details modal page. For more information on payments on account, see Viewing Payments On Account.