Locate the Payment Request
There are three ways you can navigate to an existing payment request.
- Via the menu from Manage > Payment Requests to view all
- In the payments tab on an individual profile for requests issued to that individual
- Recorded against the booking in the advanced student editor - click the payment requests button
1. View All Payment Requests
Use the menu to navigate to Manage > Payment Requests
This displays a list of all payment requests.
Search & Filter
A variety of search and filter tools can be used to locate specific payment requests from the list.
Show All Unpaid Only show payment requests which are unpaid
Show Overdue Only show payment requests which are overdue (ie. due date + grace period has expired)
Show All Reset the search and show all payment requests
Use the date range filter to search a specific period of time.
Use the keyword search by typing in your search term, the click the magnifying glass icon.
2. View Payment Requests by Student
Payment requests can also be located on the individual profile of the person they are issued to.
- Navigate to the individual profile
- Select the payments tab
- Any payment requests will display as a list
3. View Payment Requests by Booking
Payment requests are also linked within the booking that they relate to.
- Navigate to the advanced student editor. See this help page for more information on navigating to the advanced student editor
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From the Links & Tools menu, click the payment request button
- A pop-up will display the details of any payment requests linked to this booking
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