Payments - Online/POS Payments

The Payments > Online/POS Payments screen allows users to pull a report that displays gateway (ACH or Credit Card payments) that have been processed through the system.

On the Online/POS Payments screen, select the Search Criteria button to enter search detail. After selecting 'Find', any payments that match criteria will display in the Online/POS Payment List screen-

• Center
• Begin Date - start of date range
• End Date - end of date range
• Batch Number - batch number will display on gateway/processor reporting
• External Batch Number
• Order # - order number will display on gateway/processor reporting
• Invoice # - invoice number will display on gateway/processor reporting
• First Name on Card
• Last Name on Card
• Email
• Phone Number
• Bank Check #
• Tuition Express Status
• Tuition Express Reconciled - this will display any TE auto-reconciled payments
• Tuition Express Status Code
• Tuition Express Approval Source

Displayed results can be exported to Excel for further reconciliation or analysis by selecting the Actions drop-down menu.

• Export- Excel, fields that will display are below-

• Export (Version 2)- Excel, fields that will display are below (formatting differences)-

• Tempus Balancing Report (used only if site is setup with Tempus payment processing)
• Export to CSV