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Viewing a Payer's Payment History
Viewing a Payer's Payment History
Updated over 11 months ago

Once inside a Payer record, Payment History is the last tab on the far right side of the screen.

  • Use the Search box to locate a specific payment.

  • Use the date range boxes to view all payments within a specified time frame.

  • Use the Show all payment history button on the right to remove all restrictions and show all payments tied to the payer*.

The payer's payment history begins with the first payment processed from the payer record.

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