Consumer All Payment History

Modified on Wed, 05 Jan 2022 at 03:34 PM

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:

  1. Go to the Consumer tab
  2. Find the Consumer using the email address, last name, or reference number
  3. Click Search
  4. Click on the All Payments (new) option on the Quick Links menu
  5. 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.

 

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