How Do I View Upcoming Payment(s) from a Contact’s Record?

Navigation: Contacts Record

To view any upcoming payment(s) from within a contact’s record, follow the steps below:

Viewing Upcoming Payment(s)

Step 1: Once in the contact’s record, hover over ‘Actions’ and select ‘View upcoming payment requests’.

Step 2: From here, you will be able to view all upcoming payments for the contact whose record you are in.

This will include: the amount requested, the date it was requested, the payment description, whether the contact has pre-authorisation and whether the payment is set to auto-renew. It will also provide the option to edit the payment request email scheduled to be sent.

Once you have followed the above steps you will have successfully viewed a contact’s upcoming payment(s) from within their record.