View Payer Information on a Payment

You can see information about an individual who made payments either from the Edit Payment or View Payment panel. Complete one of the following:

ClosedFrom the Edit Payment Panel
  1. Select a record in the Payment panel, and click the Edit record icon.

The Edit Payment panel opens.

NOTE: If you select more than one payment, you can switch between the payments by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

  1. Click Show Payer to show who made the payment.
  1. Select a record, and click the View record icon.

This will show detailed information for the person who made the payment.

ClosedFrom the View Payment Panel
  1. Select a record in the Payment panel, and click the View record icon.

The View Payment panel will open.

NOTE: If you select more than one payment, you can switch between the payments by selecting the one you want to view on the left-hand side of the panel, or by using the arrows at the bottom of the panel.

  1. Click Show Payer to show who made the payment.
  1. Select a record, and click the View record icon.

This will show detailed information for the person who made the payment.

 

Last updated 12/12/2018.

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