View Payment History

How Do I View a History of Payments Made to My Organization?

Balances > Payment History lists every payment recorded against an organization's invoices — both online payments processed through a connected payment processor and payments staff mark as paid manually (for example, a check or cash payment entered by hand).

Two summary tiles at the top show Succeeded Payments and Pending Payments, each with a dollar total and a payment count. Below is a searchable, sortable table of payments with these columns: Invoice Name, Property, Invoice #, Date Paid, Status, Amount, Service Fees, and an Actions column.

• Search — search the Search Payments box by Invoice Name, Invoice #, or Property.
• Sort — click the Sort button to reorder the table by any column, or click a column header's up/down arrows (Date Paid, Status, Amount, and Service Fees each have their own sort arrows) directly.