Viewing the List of Payments

The List of Payments contains all created Payments. To view the List of Payments:

1. Sign in to the Operator Control Panel.
2. On the Navigation Bar click Operations > Finance > Payments. Also, you can view a list of payments on the Payments tab of the account page: Operations >  Operations > Accounts menu.
   
   
   
   The Workspace displays the following blocks:
   
   • Top bar (for more information see Working with the List of Objects);
   • List of Payments with the following columns:
     • ID — a unique identification number of the Payment;
     • Payment Number — a number of the Payment;
     • Account — a name of the Account, which makes Payment;
     • Status — one of the following statuses of the Payment:
       • Waiting for payment — Payment has been added, but not approved;
       • Completed — Payment has been successfully processed (added and approved);
       • Cancelled —  Payment has been cancelled;
       • Invoice creation - a receipt for Payment is prepared manually by the Manager;
       • Receipt sent - a receipt was sent to the Customer.
     • Payment Method - a method of Payment;
     • Discount — an amount of the discount;
     • Total — a total amount of the Payment;
     • Balance - an Account balance;
     • Manager - an employee who is responsible for managing the Payment.
     • Created At — a date and time of the Payment creation.
     • Closed At - a date and time when the Payment gets the Completed or Cancelled status.