The Payments page enables you to view the payment made against an invoice and be able to drill down into the payment details.

Apart from getting a snapshot of payment information such as receipt numbers, payment date, amount, etc. The list also assists with the following tasks:

• Identify the processing fees charged by the payment gateway
• To reconcile the payout and payment records against the bank account
• Access invoices and debtors associated with the payment
• To track the payment history and payment details

Export selected payment records using the Data Export feature.

How to Manage Payments

1

Navigate to LRM > Finance

On the left navigation bar, click on Payments.

By default, 20 payment records appear on the Payments page. Depending on how many payments have been received, it may be quicker to scroll through the list to find the relevant payment.

NOTE: You may choose to use the page navigation option at the bottom of the list to open the next set of payments list, or you may want to use the dropdown to change the default view from 20 to a higher number.

Otherwise, follow the guidelines in Step 2 below on how to search for a Payment.

2

Search for a Payment

There are several different ways to search for a Payment. For a more refined result, use some or all of these methods at the same time:

The Search Bar

Use the Search Bar to search by:

• • Debtor
  • Receipt Number

The Sort By function

Use the Sorting arrows next to a column header to sort by that column.

Filters

Add one or more Filters to filter the list of Payments:

1. 1. Click + Add Filter
   2. From the list provided, select as many fields you want to filter by
   3. Click Done when ready
   4. Optional: Click on the filter icon to save a filtered view.

3

View more details from your Search Result

1. Click on the Receipt Number to view the Payment Details page.
2. Click on the Invoice Number to navigate to the Invoice Details page.
3. Click on the Debtor to navigate to the Debtor Details page
   • NOTE: The Debtor can be either a Learner or a Workplace.
     • If Learner, then the Learner Details page will open.
     • If Workplace, then the Workplace Details page will open.

NOTE: These pages will open in the same Tab of your browser. Simply click on the “Back” arrow of your browser to go back to the Payments Search page.

Next Step: Viewing Payment Details