Customer Portal: Invoices - Payment History

The Invoices screen in the Customer Portal displays every invoice created for the customer and allows end users to review the history of payments they've made for your services by clicking the Payment History button. The Payment History screen displays a list of all payments made by the customer on the account, mirroring the information provided to you on the Payment History tab on the Customer Profile screen. See the Customer Profile: Billing Section - Payment History Tab article for more information.

Each field on the Payment History screen is defined below.

No.LabelDefinition
1Payment NumberNumerical identifier for the payment in your database.
2Reference NumberReference information entered when adding the payment.
3Auth CodeAuthorization code for the payment.
4MethodMethod for the payment.
5DateDate the payment was received.
6Created ByName of the user who entered the payment.
7AmountAmount in dollars and cents of the payment.

These actions are available for your customers on the Payment History screen.

  • Sort the results in the table by clicking the column label in the table header.
  • Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
  • Download a .CSV file showing the list of payments by clicking the Export button.

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