By Payments
Overview
The By Payments modal provides a view of payment activity across accounts, allowing you to filter and review payments by status and date range.
Accessing By Payments
To access By Payments:
- Open the account-list view selector and choose By Payments
- The By Payments modal opens
- Select your filter criteria
- Select one or more payments and click Open to load the related accounts
Filter Options
Status Filter
The dropdown allows filtering by payment status:
| Status | Description |
|---|---|
| Queued | Payments scheduled for processing |
| Posted | Successfully processed payments |
| Declined | Payments that were declined |
| Charged Back | Payments that were reversed |
By Payments opens to Declined payments for Today by default.
Date Filter
Choose whether the date filter applies to Payment Date or Last Transaction, then select the time period:
- Today
- Yesterday
- In the Last 5 Days
- In the Last 30 Days
- In the Last 60 Days
- In the Last 90 Days
- In the Last 120 Days
- In the Last 180 Days
- Between
Payment List
The payment list displays:
| Column | Description |
|---|---|
| Payment Date | Payment date |
| Last Transaction | Most recent transaction timestamp |
| File Number | Account identifier |
| Collector | Assigned collector |
| Portfolio | Portfolio name |
| Debtor | Debtor name |
| Amount | Payment amount |
| Current Balance | Remaining account balance |
Working with Payments
Daily Review
Use By Payments to:
- Check today's posted payments
- Review any failed payments that need follow-up
- Monitor payment activity across your accounts
Navigating to Accounts
Select one or more payment rows and click Open to load the associated accounts and:
- Review full payment details
- See the payment in context
- Take any needed follow-up actions
Following Up on Declined Payments
For declined payments:
- Open the account from the payment list
- Review the decline reason
- Contact the debtor to arrange an alternative
- Document the outcome
Related Topics
- Payment Processing - Recording payments
- Payment Tab - Account payment history
- Processing Payments - Payment workflow