Payments > Online/POS Payments

The Payments > Online/POS Payments screen allows users to pull a report that displays gateway (ACH or Credit Card payments) that have been processed through the system. 

On the Online/POS Payments screen, select the Search Criteria button to enter search detail. After selecting Find any payments that match criteria will display in the Online/POS Payment List screen- 

  • Center
  • Begin Date- start of date range
  • Date- end of date range
  • Batch Number- batch number will display on gateway/processor reporting
  • Assigned Batch Number
  • Order #- order number will display on gateway/processor reporting
  • Invoice #- invoice number will display on gateway/processor reporting
  • First Name on Card
  • Last Name on Card
  • Email
  • Phone Number
  • Bank Check #
  • Tuition Express Reconciled - this is display any TE auto-reconciled payments

Displayed results can be exported to Excel for further reconciliation or analysis by selecting the Actions drop-down menu.

  • Export- Excel, fields that will display are below-
  • Export (Version 2)- Excel, fields that will display are below (formatting differences)-
  • Tempus Balancing Report (used only if site is setup with Tempus payment processing)
  • Export to CSV