Billing: PM/DMA estatement payments look up

To Identify EStatement deposits from Pay Simple


If you are specifically just looking for the eStatement payments, then you can also click on the More button in Deposits and select Statement ePayments. Set a reporting date and then refresh to get the list.

Steps

  1. Billing Portal     

Graphical user interface, text, application

Description automatically generated


2.Deposits


Application

Description automatically generated with medium confidence

3.More

Graphical user interface

Description automatically generated with medium confidence

4.Select EPayments


Graphical user interface, text, application, chat or text message

Description automatically generated


5.Choose dates

Graphical user interface, text, application, Word

Description automatically generated



6.Refresh the list


Diagram

Description automatically generated


You can also search for Statement deposits and look at the check/trace id.  The eStatement payments will display CC information instead of a true check number.

  1. Go to the billing portal.  

Graphical user interface, text, application

Description automatically generated



2.Click on Deposits

Application

Description automatically generated with medium confidence

3.Click on Advanced search

Graphical user interface, application

Description automatically generated

Graphical user interface, application

Description automatically generated

4.Search for the trace ID

Graphical user interface, application

Description automatically generated


Please also note that in reports the payer is going to be the responsible party from the statement.