How do I find a payment?
To find a customer's payment, access the Payment Manager through the main navigation menu.
- Enter your criteria and click Search.
- iDoxs will return a list of payments matching your search criteria.
- Click on the Account Number to view the bill associated with the payment
- Click on the Confirmation Code to view more payment details
- The details will display timelines, payment IDs, payment account, etc
Search Options
Date Range
When you enter the Payment Manager the From Date and To Date default to today's date. Select a date range that includes the payment date.
Payment Source
Reflects what channel the payment was made including channels outside of the iDoxs Suite.
Method of Payment
Refers to what payment method was used by the customer.
Card Source
Reflects particular payment methods, such as saved KUBRA payment accounts, ad-hoc payment methods, specific types of Kiosk payments, or specific types of digital wallet payments.
Payment Status
Reflects at which stage of the payment process the payment is at.
Payment Occurrence
Displays whether or not the payment was triggered manually or by the recurring payment option within iDoxs.
Payment Mode
States whether the payment was made from a Retail or Mobile source.
Depending on the status of the payment, you may have additional options:
- Authorized or Scheduled payments can be cancelled
-
Approved or Remitted payments can be refunded
Please see the Payments section for more details on refunding and cancelling payments