Payments

The Payments tab provides a comprehensive history of all financial transactions on your account. Use this section to track your payment history, and manage any pending payments.

  • View key details for each payment: reference number, date, status, amount, and payment method.

  • Sort the list by clicking on any column header.

  • Filter payments by a specific date range or status.

  • Review transaction details, download receipts, and confirm or cancel payments.

  • Export your payment history to a CSV file for offline analysis.

Payments Tab

Fig. 1. Payments Tab.


Filters

Use the filter controls to narrow down the list and find specific payments quickly.

Filter

Description

Date

Filter transactions based on their creation date using predefined ranges:

  • Today

  • Last 24 hours

  • This week

  • This month

  • Last 3 months

  • Custom range

Status

Filter payments by their current processing state:

  • Completed

  • Action Required

  • Pending

  • Canceled
Payments Filters

Fig. 2. Payments Filters.


Status and Actions

Each payment has a status that determines the available actions you can take:

Each payment has a status that indicates its current state in the billing process:

Status

Description

Completed

The payment was successfully processed and applied to your account.

Pending

The payment is awaiting confirmation from the payment provider or staff.

Canceled

The payment was canceled before completion and will not be applied.

Action Required

Additional authentication is required to complete the payment.

Available actions depend on the current status of the payment:

Status

Available Actions

Completed

Payment details – View full transaction information
Download payment receipt – Download a PDF receipt

Pending

Payment details – View full transaction information
Cancel payment – Cancel before processing

Canceled

Payment details – View full transaction information

Action Required

Confirm payment – Authenticate and complete the payment
Payment details – View full transaction information
Cancel payment – Cancel the payment request

Note

For Action Required payments, hover over the icon and click Confirm Payment to complete the authentication process.

Payments Status and Actions

Fig. 3. Payments Status and Actions.


Export

Click the export button to access the Export Payments section. You can specify a date range and apply filters to generate a customized export file.

For detailed instructions, see Export Payments.

Payments Export Button

Fig. 4. Payments Export Button.