You can view your order’s payment status for a selected period.

What We’ll Cover

• Permissions
• Finding the Page
• Payments List
• Filtering the Payments List

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Permissions

To access the Sales section, you must have the ViewSales() permission enabled for your Role.

Read more: Assigning Employee Permission Roles

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Finding the Page

In Corporate Office, navigate to: Sales > Payments.

[CLIENTID].corpadmin.directscale.com/Corporate/Sales/Payments

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Payments List

1. Order Number - Click the order number to navigate to the order’s Detail page.
2. Name - Click to view the Associate’s Detail page.
3. Export - Export the list to a CSV (spreadsheet) file.

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Filtering the Payments List

1. Period Selector - View historical payments.

2. Merchant Dropdown - Filter by selecting from the available payment providers.

3. Search Bar- Filter by a search query.

   You can search for specific payments by Name, ID, or Notes.

4. Column Sort - Click the column headers to sort the list in ascending/descending alphabetical order.