Wondering when an applicant paid? You can view their payment activity in their application.
Steps
- Open the Application Household
- From the Screening section, select the applicant’s household to open their record.
- Select the Individual Applicant
- Click into the applicant whose payment you’d like to review.
- Locate the Application Fee Widget
- At the top of the screen, find the Application Fee widget.
- Next to it, you’ll see an information (i) icon.
- View Payment Details
- Click the information icon to open the invoice.
- You’ll see:
- Payment type
- Date and time of payment
- Payment amount
- Payment description (what it was for)
- Refund (if applicable)
- If your role has the refund permission, you’ll also see an option to issue a refund from this screen.
Tip: If you don’t see the refund option, check with your admin to confirm your role permissions.