Find a Payment

This function will present five fields that you can use to perform a search for a particular payment.  You only need to use one of the fields in order to perform the search.

• Date
  Use this field to enter the date of the transaction.
• Payer Name
  Name of payer.
• First Four/Last Four
  These fields are used to enter either the first four and last four digits of a credit card number for credit card purchases, or the first four digits of the router number and last four digits of the account number for Check purchases. 
• Order ID
  Use this field if you have the Order ID number for an Online Store purchase.
• Registration No
  Use this field if you have the registration number for the event.
• Payment ID
  Use this field if you have the payment id number.

To find a payment:

1. If the Main Information page is not displayed, click the Features List link at the top of the current page.

2. Click the Financial Accounts link in the Administer List Sidebar menu on the Main Information page.
   The Manage Organizational Account page will be displayed.  The accounts for the organization will be listed in the Account list with the account balanced displayed after the account name.

3. Select the account from the Account List.

4. Click the Find a payment radio button.

5. Click the OK button at the bottom of the page.
   The Find a payment page will be displayed.  The page displays five fields that can be used to perform the search.  You only need to use one of the fields in order to perform the search.

6. If you know the date of the transaction, enter it in the Date text box.

7. If you know the payer's name, enter it in the Payer Name text box.

8. If it is a credit card purchase and you have the number, enter the first four digits in the First Four text box and the last four digits in the Last Four text box.

9. If it is a check purchase and you have the account information, enter the first four digits of the routing number in the First Four text box and the last four digits of the account in the Last Four text box.

10. If the transaction is an Online Store purchase and you have the Order ID, enter the information in the Order ID text box.

11. If the transaction is a registration for an event and you have the registration number, enter the information in the Registration No text box.

12. If you have the Payment ID number, enter it in the Payment ID text box.

13. Click the Search button at the bottom of the page.
    The system will search for transactions that meet the search criteria entered.  The transaction(s) found will be displayed at the bottom of the page.

14. If you want to view the details of a transaction, click the Details link for the item.
    The Transaction Details page will be displayed.  You can also issue a credit from this page.

15. If the Transaction Details page is displayed and you want to return to the Find a Payment page, click the Browser Back button.  Otherwise, click the Done button to return to the Manage Organizational Accounts page.

16. If the Find a Payment page is displayed, you can click the Done button to return to the Manage Organizational Accounts page.

17. If you are through with the Financial Accounts functions, you can click the Done button at the bottom of the page or click the Features List link at the top of the page to return to the Main Information page.

Copyright � 1998 - 2010, Doubleknot, Inc. All Rights Reserved.

14510 Big Basin Way, Suite 106
Saratoga, California 95070
Telephone: (408) 971-9120
Email: [email protected]