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Panel
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Note: Payment Pages and Invoices are similar, however, unlike Invoices, Payment Pages can be used by multiple customers while an invoice can only be paid once.

To access Payment Pages, click on Payment Pages under Forms in on the left-hand navigation panel.

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Payment Pages Features

Expand
titleClick here to view Payment Pages features.

Payment Pages Table

The Payment Pages table displays a list of invoices and other payment forms, including the following items in the default setting:

Payment Pages Table Column Name

Description

Title

The name of the payment.

Amount

The dollar amount of the payment.

Times Paid

The number of times that the payment has occurred.

Payment Pages Actions

Payment Pages supports the following actions: access, add, duplicate, or delete.

To access details about a specific payment, click any piece of information in the table to open the Payment Pages Page Details.

To add a new payment page, click the ADD PAYMENT PAGE button in on the top right-hand corner of the page to open the Create Invoice page.

To create a duplicate of a specific payment page, click the THREE DOTS icon in on the right-hand side of the table to open the Duplicate or Delete lightbox in on the page. Click DUPLICATE and a duplicate copy of the payment will appear in the table.

To delete a payment, click the THREE DOTS icon in on the right-hand side of the table to open the Duplicate or Delete lightbox. Click DELETE to remove the payment from the page, or click outside the lightbox to return to Payments Pages.

Customize Your Payment Pages Table

You can customize your view using the options found at the top of the table. View the Table Search and Sort Instructions for instructions on customizing, sorting, or searching tables.

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Expand
titleClick here to view Payment Pages table customizations

Payment Pages Data

  • Title

  • Amount

  • ID

  • Created

  • Discount

  • Due Date

  • Email status

  • Expiration

  • Message

  • Number

  • Send On

  • Status

  • Tax

Entity Data

  • Entity ID

  • Login ID

  • Parameters ID

  • Type

  • Name

  • Address

  • City

  • State

  • Zip

  • Country

  • Phone

  • Fax

  • Email

  • Website

  • EIN

  • Currency

  • Status

  • Custom

Merchant Data

  • Merchant ID

  • DBA - Statement Descriptor

  • MCC

  • Date Created

  • Created by

  • Date Modified

  • Modified By

  • Date Boarded

  • Last Transaction Date

  • Date Established

  • Status

Customer Data

  • First Name

  • Last Name

  • Company

  • Address

  • City

  • Zip

  • State

  • Country

  • Phone

  • Email

Related pages

Click the links or items in on the page to access any of the following pages:

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