By Payments
Overview
The By Payments feature provides a comprehensive view of all payment activity across your assigned accounts. This tool helps track payment trends, identify successful payment accounts, and monitor payment performance.
Accessing By Payments
Opening the View
To access By Payments:
- Click the By Payments button in the top navigation
- The By Payments modal opens
- Select filter criteria
- View payment results
Filter Options
Payments Dropdown:
- All Payments
- Posted (successful)
- Pending
- Declined
- Reversed
Date Selection:
- Today
- Yesterday
- This Week
- This Month
- Date Range
- Custom Period
Payment List Display
Information Shown
The payment list displays:
- On - Payment date and time
- File Number - Account identifier
- Portfolio - Portfolio name
- Debtor - Account holder name
- Amount - Payment amount
- Current Balance - Remaining balance
Payment Details
Each payment row shows:
- Exact timestamp
- Status indicator
- Color coding
- Navigation options
Using By Payments
Daily Review
Use By Payments to:
- Review today's payments
- Check payment status
- Identify failed payments
- Track payment velocity
Payment Analysis
Analyze payment patterns:
- Peak payment times
- Common payment amounts
- Successful payment methods
- Portfolio performance
Follow-up Actions
From payment list:
- Click to open account
- Review payment details
- Process reversals
- Send confirmations
Payment Status Types
Posted Payments
- Successfully processed
- Funds received
- Balance updated
- Commission credited
Pending Payments
- Awaiting processing
- Scheduled payments
- Verification needed
- Clearing period
Declined Payments
- Payment failed
- Insufficient funds
- Invalid payment method
- Authorization declined
Reversed Payments
- Previously posted
- Later reversed
- Balance adjusted
- Commission impacted
Filtering and Sorting
Date Filters
- Single day view
- Date range selection
- Rolling periods
- Custom ranges
Status Filters
- Filter by payment status
- Combine multiple statuses
- Exclude certain types
- Focus on exceptions
Sorting Options
- Sort by date (newest/oldest)
- Sort by amount
- Sort by account
- Sort by status
Payment Tracking
Performance Metrics
Track key metrics:
- Daily payment count
- Total collected
- Average payment size
- Success rate
Trend Analysis
Identify trends:
- Payment increases
- Seasonal patterns
- Method preferences
- Time patterns
Portfolio Performance
Compare portfolios:
- Payment rates
- Average amounts
- Success rates
- Growth trends
Working with Payments
Payment Verification
For each payment:
- Verify amount correct
- Check payment method
- Confirm posting date
- Review any notes
Failed Payment Follow-up
For declined payments:
- Open account
- Review decline reason
- Contact debtor
- Arrange alternative
Payment Confirmation
After successful payment:
- Send confirmation
- Update account notes
- Set next action
- Plan follow-up
Advanced Features
Export Capabilities
Export payment data:
- CSV format
- Excel format
- Date ranges
- Selected fields
Bulk Actions
For multiple payments:
- Select payments
- Apply bulk actions
- Generate reports
- Send communications
Integration Features
By Payments integrates with:
- Accounting systems
- Commission calculation
- Reporting tools
- Client portals
Navigation Features
Pagination
For large result sets:
- Page controls
- Items per page
- Jump to page
- Total count shown
Quick Actions
From payment list:
- Open account
- View details
- Add note
- Process action
Best Practices
Daily Routine
- Check morning payments
- Review failures
- Process pending
- Plan follow-up
Payment Monitoring
- Track trends
- Identify issues early
- Celebrate successes
- Address problems
Documentation
- Note payment discussions
- Document failures
- Track resolution
- Update accounts
Common Uses
Morning Review
Start each day by:
- Checking overnight payments
- Reviewing pending items
- Planning payment calls
- Setting priorities
Payment Reconciliation
- Match expected payments
- Identify missing payments
- Verify amounts
- Resolve discrepancies
Performance Tracking
- Monitor daily totals
- Track goal progress
- Identify top performers
- Analyze success factors
Troubleshooting
No payments showing:
- Check date filters
- Verify permissions
- Expand date range
- Clear all filters
Payment not found:
- Search by amount
- Check different dates
- Try account number
- Review status filters
Export not working:
- Reduce date range
- Check permissions
- Try different format
- Contact support
Related Topics
- Payment Processing - Recording payments
- Payment Dashboard - Payment analytics
- Financial Dashboard - Financial performance
- Payment Tab - Account payment history