Home » Detail » Kb00092 » Default.Aspx

Payments

 
 Created Date: 11/12/2018 8:35:27 PM |  User Level: Regular User

Summary


The payments module allows you to keep track of payments made on your website. You have to use an external payment  processing application to make it work though. The contents of this KB article are as outlined below:

  • How Payment Information is Submitted

    • Form Information

  • Viewing a Payment Log

  • Search and Sort


How Payment Information is  Submitted

 

Form Information


If the Payments module is  on your system then if you go to the following link then your should see a form. As shown below. https://www.yourWebsite.yourWebsiteExtension/contact/payments/



The user must fill out this form and click submit in order for you to receive their payment information. There are 2 fields that add a great amount of  functionality to this module. Those are: Payment For and Frequency. 


  • Payment For - All of these options for the payments allow the user to specify what type payment their making.

    • Regular Payment 

    • Donation 

    • Event

    • Other

    • Other Payment

  • Frequency This  determines the frequency of the payments. 

    • One Time 

    • Monthly 



Viewing a Payment Log


Editing a Payment Log


When you click on the  payment module you will see some payment information logs listed. If you want to  view all of the information you click on the edit button( ). Once this is done you should see all the information that  the user had entered previously(incase there’s some sort of typo). 


“Processing” a Payment


This  Payment  module is meant to be used in conjunction with an application that actually  processes payments. Once that payment is processed via that application you can  check this checkbox.

 

Search and Sort


When you  click on the Payments module or go back to the Payments list from viewing a payment log you should see something like this:



The use of these types of searches are covered extensively in the Search and Sort KB article here.


Contact The Brilliance CRM Team

Whether you have questions about our services, need help with your CRM, or just want to explore how we can help your business grow, we're ready and reachable. Your success matters to us, and we're committed to providing fast, friendly, and expert support.

General Inquiries & Consultation Requests

If you're exploring options, interested in working with us, or simply have questions about Brilliance CRM or our digital marketing services, we'd love to hear from you.

Submit a Support Request

Location:

Headquartered in Cullman, AL 35055