Payer Management Overview

From their Payer Management account, payers are able to view their transaction history for all transactions they have made, including recurring and one-time transactions, as well as manage their recurring transactions and make updates to their payment information. There are four main areas for viewing and managing this data: Summary, Update Information, Transaction History, and Payment Methods. 

Summary 

When the payer logs in, they are greeted with a dashboard that shows the ten most recent transactions. A 'See More' button will take them to the full list of transactions in their transaction history. In the right-hand sidebar, there is also a summary of how many recurring transactions are associated with their account. 

Update Information 

To update payment information and edit transaction details, the payer will visit 'Update Information.' Each transaction record is displayed in its own section. The transaction can easily be activated or deactivated by checking or unchecking the green checkbox in the transaction's row. When a transaction is deactivated or edited, a record of this will be included in the recurring summary that clients receive.

When editing a transaction, payment fields, including the payer’s name, billing address, and payment card or account information, are listed as editable fields above the cart. The payment items for the transaction are displayed in a collapsible cart. Clicking the edit button for each item allows the payer to edit the transaction details, such as frequency, recurring criteria, and amount.

Transaction History 

The transaction history shows a list of all the payer's charges, both recurring and one time. It can be filtered by date, using the controls above the transaction table. The payer can also export reports by printing or downloading in CSV, Excel, or PDF format. Clicking the 'View Details' icon opens a modal with the transaction's details. Failed transactions can be reprocessed from this transaction details view.

Payment Methods

Payment Methods is where the payer can edit existing saved payment methods and assign a default account.  Payment methods can be Credit Card or Echeck, depending on what methods the recipient organization accepts.