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Payment Profile

The Payment Profile provides detailed information about a payment.

There are three basic sections to the Payment Profile: Payment Information, Credit Card Payment Information, and the Other Payment Methods Information . The Payment Profile also has a single child form.

The Payment Profile page shows Payment Information for a transaction, for example:

• Who made the payment
• Payment Status
• Payment Amount
• Amount of Applied Credit (if applicable)
• Refund Amount (if applicable)
• Payment Method (e.g., check, credit card, purchase order, etc.)
• Method Type (American Express, Visa, MasterCard, Discover)
• Payment Date
• Batch - The Batch name is hyperlinked and will take you to the Batch Profile if clicked.
• Payment Notes

The Credit Card Payment Information section provides details of a payment made by a credit card. The data displayed includes:

• Credit Card Number (Note that only the last four digits will be shown for security purposes)
• Credit Card Expiration Date
• Credit Card Holder Name
• Reference Code
• Authorization Code
• Whether Card is a Credit or Debit Card
• Whether it is a Corporate Credit Card

The Other Payment Methods Information section displays information on payments made by means other than cash or credit card. The data displayed includes:

• Check Number
• Money Order Number
• Purchase Order Number
• Purchase Check Date
• PayPal Payer ID
• PayPal Transaction ID
• ACH Routing Number
• ACH Amount Number
• Wire Date
• Wire Number
• Merchant ID
• Wire Comment

The Payment Invoice & Transaction Details child forms show related Invoice and Payment information including:

• Invoice Number
• Invoice Date
• Invoice Close Date
• Transaction Type
• Product Name
• Transaction Item Quantity
• Transaction Dollar Amount
• Transaction Total

Canceling or Voiding a Payment

A payment can be voided or canceled from its Payment Profile. The options allowing you to void or cancel the payment depend on whether the payment has been posted to a batch.

For payments that have not been posted to a batch, the Void Payment button appears in the Payment Profile. If the payment has been posted to a batch, the Cancel Payment button appears.

In the example above, the payment has been posted to a batch, causing the Cancel Payment button to appear on the Payment Profile.