Payment History
Last updated
Last updated
Payment History in the Faspay Billing 2.0 reports submenu is a feature that analyzes invoice transactions over time.
Here are the steps to view the report from the payment history in Faspay Billing 2.0:
After successfully logging in and selecting the menu 'Faspay Billing New' -> 'Reports' -> click on the 'Payment History' card menu.
Then, the payment history report page will appear. There are several categories of fields to display payment history data, including:
Payment Date
Calendar
Payment Method
Channel Name
Notes: The payment date field column must not be empty for every filter option.
1
No
Number of the displayed report data.
2
Invoice No
Invoice number.
3
Customer
Customer name.
4
Due Date
Payment due date.
5
Payment Method
Payment method used by customer.
6
Channel Name
Channel name used.
7
Transaction ID
A unique identifier is assigned to each financial transaction that can be used to track and verify the specific transaction.
8
Payment Date
The payment date made by the customer.
9
Input By
information about the user who input the invoice.
10
Remarks
Notes regarding the payment.
11
Payment Amount
Information on the amount of payment that must be made.
If you want to view the report details based only on the payment date:
Select the date in the payment date field.
Click the "Apply" button.
Then, click the "Show" button.
Then, the payment history data based on the selected payment dates will be displayed.
If you want to view the report details based only on the customer name:
Select the date in the payment date field. Choose the date range of the payments you want to display. Once done, please click the "Apply" button.
Then select the Customer field and choose the customer name you want to display.
Click the "Show" button to display the set data.
Then, the payment history data based on the customer name will be displayed.
If you want to view the report details based only on the payment method:
Select the date in the Payment Date field. Choose the date range of payments you want to display. Once done, please click the "Apply" button.
Then select the Payment Method field, and choose the payment method you want to display.
Click the "Show" button to display the data that has been set.
Then, the payment history data based on the payment method will be displayed.
If you want to view the report details based only on the channel name:
Select the date in the Payment Date field. Choose the date range of payments you want to display. Once done, please click the "Apply" button.
Then select the Channel Name field and choose the channel name you want to display.
Click the "Show" button to display the data that has been set.
Then, the payment history data based on the channel name will be displayed.
