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.
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