Often times when speaking with a consumer there is a need to see all their payments in one snapshot. To access all historical payment details on a consumer in a single view follow these steps:
- Go to the Consumer tab
- Find the Consumer using the email address, last name, or reference number
- Click Search
- Click on the All Payments (new) option on the Quick Links menu
- The payment screen with display the consumer's payment history
- System Payments -made through the TWP solution by an agent or through the import payments feature.
- Post Dates - recurring payments scheduled for future dates.
- Web Payments - online payments made by the consumer via the portal.
The log of Web Payments Taken/Scheduled will display color coded transactions in green when approved and red when declined.
