Note: You may wish to review the Introduction to eCommerce guide if you are new to using eCommerce on your LMS.
The default tab you will land on when you first click on Finance in the Menu is the Payments tab.
In this tab you can view and manage all of the eCommerce transactions made within your Organisation. Similarly to viewing payments via the Organisation and Users area, and via User profiles, you are able to filter by the transaction type, status and date range as well as search for a specific user, mandate reference or invoice/credit number.
Click the column headings to sort by that criteria.
There are several filters and search bars across the top that you can use to refine your search. The type filter refers to the payment option used, and you can search for Direct Debit, invoice or online (credit/debit card).
The status filter allows you to search by payment status such as paid, outstanding or cancelled.
Use the date filter to search for transactions within a specific time frame.
Use the search boxes to search for a specific Organisation, Organisation Unit, User, mandate reference or invoice/credit number.
Manage Transaction Details
Click the three dots menu next to any transaction and click Details. You can also view an invoice if there is one.
The options available in the popup window will vary depending on the transaction type - the below example is an invoice, and you can mark the payment as received, not required or reject it.
Click Invoice to view the invoice for the transaction.
For an online (credit/debit card) payment, you will also be able to cancel the transaction.
Click Cancel to go back to the Payments tab.