6 Steps to complete
Here’s an interactive tutorial for the visual learners
Click the Sales tab.
The Sales tab.
You are now on the Sales Dashboard page.
Click the Payments tab in the left sidebar.
The Payments tab.
The Payments section lets users view payments, their details, and their status.
Click Period Selector and select the date range to be reviewed.
The Period Selector.
Managing the data available in the Payments section is similar to managing data in other parts of the Corporate Office Portal. The data is driven by date range.
Use the search bar to find payments.
The Search bar
Payments can be searched by Order #, Amount, Method, Status, and Account Number.
View the payments in the payment information table.
The Payments information table.
Payment information table includes the following:
- Order #
- Account Number (last 4 digits of credit card)
- Transaction Number
- Message (success or failure message from the payment method)
Click the Order # or Associate Name to navigate directly to the Order/Associate Summary pages.
The Order # and Associate Name columns.
You now know how to view payments.