1. Viewing
Your Payment History
- On the left-hand sidebar, click on Payments Received.
- You will see a list of transactions sorted by date.
Each entry shows the Payment #, Date, Payment Mode,
and the Amount sent.
2. Transaction
Details
Clicking on a
specific payment entry provides a detailed breakdown.
- See exactly which of your invoices were paid
by this transaction.
- The payment mode
- The check number or bank
transaction ID to match it against your bank statement.
- Download Receipts: Click the PDF icon or Print
icon at the top of the payment details page to save a record for your
own accounting software.
3.
Understanding Payment Discrepancies
If you see a
payment in the portal that doesn't match your bank account, check the
following:
- Payment Status: If a payment is marked as Initiated, it may still be processing through the bank. Once it is cleared, it will
stay in history as a completed record.
- Bank Processing Times: Electronic transfers
(ACH/Wire) can take 1–3 business days to appear in your account after we
record them in the portal.
- Offline Payments: If we sent a physical check,
the Payment Date reflects the day the check was written and mailed, not
the day it arrives.