Within the Payment History tab of your Budget Dashboard, you can view all payments initiated to members and the following details:
Payment Date: The date the payment was initiated.
Budget Accounts: The budget account(s) the payment is assigned to.
Amount Paid: The total amount of money paid to the member.
PayPal Address: The PayPal email address on the member’s profile used for payment.
Project: The project assigned to the payment.
Tags: Labels assigned to the payment for tracking or categorization.
Payment Status: The current status of the payment, such as "Pending Info," "Processing," or "Paid."
Payment Overview
To view additional information for a specific payment, click the paper icon on the far right-hand side next to the payment to open the Payment Overview.
Within the Payment Overview, you will see the following sections:
Payment
Amount: The total amount of money paid to the member.
Status: The current state of the payment, such as "Pending Info," "Processing," or "Paid."
Tags: Labels assigned to the payment for tracking or categorization.
Notes: Any comments or additional information added to the payment for reference.
Member Information
Member: The member’s full name.
Email: The member’s email address.
PayPal Address: The member's PayPal email address used for payment.
Payment Timeline
Payment Initiated: When the payment was initiated in the platform.
Payment Processing: When the payment began being processed.
Payment Sent: When the payment was successfully sent to the member.
Connections
Project: The project assigned to the payment.
Group: The group assigned to the payment.
Brief: The brief associated with the payment.
Budget: The budget account assigned to the payment.
Payment Details
Amount: The total amount of the payment.
Processed By: The team member that processed the payment.
Payment ID: A unique identifier for the payment.