The Online Payments table lists all transactions processed on your site. It includes both regular payments processed through your payment gateway and individual payments from an Ezidebit payment plan.
🎥 Video tutorial: View and export payments​
From the menu pane on the left select Financials > View Online Payments
A list of online payments will be displayed on the screen.
To filter the list by the date the payments were made, select a From and To date and time and click Show Payments. A list of payments made within those dates will displayed on-screen.
From the list you can click on the name to be taken directly to the profile. You can also open a PDF of the invoice in a new tab or window by clicking on the invoice number.
The Transaction # allows you to reconcile payments, the format of the Transaction # will be different depending on whether the payment was processed through your gateway or an Ezidebit Payment Plan transaction.
You can also export a list of payments by clicking on the Excel button.
