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Investigate recorded payment details
When to use it
Use this guide when you need to investigate recorded payment details.
Before you start
- Open Payments from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
Viewing or downloading this information does not itself change the source records.
Authorised staff can inspect the payment details recorded for an attempt.
Booking a payment records money received and how cash or existing credits are assigned to invoices. It changes invoice balances and available customer credit.
Steps
- Open the payment history or snapshot list and find the beneficiary and bill or expense reference.
- Check the attempt, amount, method, and snapshot date.
- Use View payment details when authorised. Enter the purpose of the investigation and confirm.
- Review the recorded destination and profile audit history without changing it.
Screenshot to add: Payments: investigate recorded payment details. Capture filename: images/investigate-recorded-payment-details.png.
Restrictions
Detailed investigation needs investigate access and a stated purpose. A historical snapshot describes that attempt, not necessarily the beneficiary’s current profile.