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Payment History

Owned by Vinayak Bhat
Last updated: Dec 30, 2021 by Yadukrishnan G (Unlicensed)
2 min read

Table of Contents

Revision History

Version

Date

Author

Designation

Description of change

 1.0

Jun 17, 2021

 @Yadukrishnan G (Unlicensed)

 Technical Writer

 Draft

Introduction

This section describes how a Shipping Line/Trucking Company/CCS Admin/Terminal Admin user can see the payment history

Shipping Line and Trucking Company users can see the payment history of their respective companies.

CCS Admin/Terminal Admin can see the payment history of all companies

Payment History

1. Navigate to the Payment History page from the top navigation bar Pay --> Payment History

2. The list of all payments for the past month will be shown by default.

All the dates in the search results are in DD/MM/YYYY format

3. Users can search with the following search criteria:
a. Receipt date from
b. Receipt date to
c. Description, Receipt#, Paid By, Invoice - Full or Partial value of any of these fields can be used.

Click on the SEARCH button after entering the required search parameters.

5. Payment History filtered based on the search parameters will be displayed.

6. Users can click on the Receipt# corresponding to any row to see the Invoice Details.

7. The user has the option to download the search results as pdf and csv.

 

 

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