Payment Manager

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Payment Manager

Important

For the Payment Manager module to work as expected, you must have the Payment Retrieval Job Poll job set up and active. Click here for details.

 

 

For details on getting started and why you should use Payment Manager, click here.

For details on accessing Payment Manager details, click here.

For details on the Payments tab toolbar, click here.

For details on the Invoices tab toolbar, click here.

For details on hot key functionality, click here.

For details on settings, click here.

For details on the Payment Manager job poll, click here.

For details on entering payment search criteria, click here.

For details on performing payment searches, click here.

For details on payment search results, click here.

For details on saving new searches, click here.

For details on running previously saved searches, click here.

For details on the Payments tab sidebar, click here.

For details on the Invoices tab sidebar, click here.

For details on the AvidPay payment process, click here.