Customer Portal - Payments

The Payments Module is crafted to streamline the management of payment transactions with ease and efficiency. It provides users with a centralized platform to view, track, and manage all payments related to their orders. With a user-friendly interface, the module empowers users to effortlessly navigate through payment details, ensuring transparency and control over their financial interactions.

Payments Module Fields

Field	Description
Payment#	This field displays the unique identifier assigned to the payment transaction for tracking and reference purposes.
Date	This field shows the date the payment was made.
Status	This field displays the current status of the payment, such as 'Cleared', ''Pending, etc.
Total	This field displays the total amount of the payment made by the customer.
Method	This field displays the payment method used by the customer, such as 'Credit Card', 'Bank Transfer', 'PayPal', etc.

Payments Module Filters

The Payments module in the customer portal includes a range of filters that allow users to refine and tailor the data display according to specific criteria.

To access the filters, click on the "Grid" icon at the module's top-left corner.

Once the filters panel is open, you can use the following options:

• Date Filter: Use this filter to search for invoices issued within a particular time frame. Users can set a start and end date to view the payments made within that period, making it easy to track financial activity over specific intervals.

After setting the desired filter criteria, click on the "Apply" button to apply the filters and refresh the payments accordingly.

Payments Module Options

• Print: This option allows you to print and download the selected payment details.

Header Level Icons

These features cater to diverse needs, providing users a seamless experience while navigating and managing order information.

• Refresh: This functionality empowers users to refresh search results based on selected criteria, ensuring that the displayed information is always up-to-date.

• Save: Save feature enables users to preserve any updated user interface (UI) settings, ensuring a personalized and consistent experience during future interactions with the module.

• Columns: All the columns available for the module are listed under this icon. You can use this option to hide or add the columns and tailor the module view as per your requirements.

• Download: This versatile feature allows users to export and download data in various file formats, providing a summarized overview for quick reference. Options include CSV, TXT, MS-Word, MS-Excel, PDF, and MS-Excel(.xlsx), catering to diverse user preferences and use cases.