How Do I See if an Ad Hoc Payment Request Has Been Sent?

Navigation: Financials > Payment Reports

Once you have created your Ad Hoc payment request, where you will be able to see if it has been sent will depend on whether it has been paid. This could be because you recorded it as an offline payment when completing the process, or whether the person has got a pre-authorisation meaning the payment would start transacting as soon as it was sent.  To see if an Ad Hoc payment request has been sent, follow these steps:

To see a ‘Paid’ Ad Hoc Request from the Payment Reports

Step 1: Once logged into your LoveAdmin account, go to ‘Financials’ > ‘Payment Reports’. 

Step 2: From the initial ‘Payment Reports’ screen, you will be able to see in the ‘Payment Requests’ column the ‘Payment Description’ that you entered when creating the Ad Hoc payment. You can click on the amount displayed in the ‘Paid-to-Date’ column to see which contacts have paid.

To see a ‘Paid’ Ad Hoc Request from a Persons Record

Step 1: Type the name of the person you wish to send the ‘Ad Hoc’ payment request to into the search bar found in the top right-hand corner.

Step 2: Once in the person’s record, scroll to the bottom of their record to the ‘Payment History’. The ‘Paid’ request will show here. Depending on whether it is still processing, it will be displayed in the ‘Pending’ or ‘Paid’ column. You can click on ‘Details’ on the right-hand side to see the method of payment.

To see an ‘Outstanding’ Ad Hoc Request from the Payment Reports

Step 1: Once logged into your LoveAdmin account, go to ‘Financials’ > ‘Payment Reports’. 

Step 2: From the initial ‘Payment Reports’ screen, you will be able to see in the ‘Payment Requests’ column the ‘Payment Description’ that you entered when creating the Ad Hoc payment. You can click on the ‘Outstanding’ column to see the contacts that have not made a payment.

To see an ‘Outstanding’ Ad Hoc Request from a Persons Record

Step 1: Type the name of the person you wish to send the ‘Ad Hoc’ payment request to into the search bar found in the top right-hand corner.

Step 2: Once in the person’s record, hover over ‘Actions’ and select ‘View Outstanding Payments’. Here you will find all outstanding payments listed for this contact. Included will be any Ad Hoc payment requests still waiting to be paid.