What We'll Cover
- Period Selector
- Countries Dropdown
- Search Bar
- Payments List
- Suggested Reading
The Payments page, within Corporate Office, shows all the payments submitted to the client within the selected time period. You can search for specific payments by Date, Order Number, Message, and Associate Name.
In Corporate Office, navigate to: Sales > Payments.
The Period Selector tool allows you to view historical payments submitted by associates.
Note: The default on this page is current day. You can, however, select any date range desired to view orders in that period.
Select from the available payment methods to filter the Payments List.
Filter the Payments list by search query (Name, ID, or Notes).
Sorts the payments in a table list that can be filtered.
The Export button exports the list in a .CSV file and the Search filters the table list based on the search query.
Column Sort - Click the column headers to sort the list in ascending/descending alphabetical order.
Order Number - Click the order number to navigate to the Order Detail page.
For more information, see: Order Detail Tutorial.
Note: The associate who placed the order can also be viewed by clicking on the name.
Pagination - The list shows 10 results by default. If there are more results, they can be accessed by clicking through the pagination numbers at the bottom.
For a detailed how-to: