Location: Financial Reports>Payment History
The Payment History Report is used to locate individual payment/payer information in real time. The report will display payments "settled" or "not settled" using different search criteria. To seach payments, please follow the below steps.
- Select the Financial Reports Tab menu and select Payment History.
- Enter the search criteria of the payment/payer of the payment you're searching and click Search.
- The results will appear on the next page.
- To dive deeper into a particular resident within your search, please click on the magnifying glass
Confirmation numbers beginning the with the below letter will identify what type of payment.
"A" are ACH payments made through a ClickPay profile.
"T" are credit card payments made through a ClickPay profile.
"B" are online bill pay (OLB) payments made through the resident's banking portal and processed electronically through ClickPay.
"L" are lockbox payments
"R" are returned payments
"C" are refund payments
"G" are chargebacks
If you're interested in searching for the type of payments (Credit Cards, ACH, OLB, LBX) residents are making, you can search using "Payment Method"