Search a Payment Record
SigningHub Admin provides comprehensive search facility to search a payment record. In this regard, you can use the following parameters to search a record:
- User Name and
- Account ID (i.e. Email ID)
You can even create your own search criteria to retrieve the required payment records.
Search a payment record
- Click the "Billing" option from the left menu.
The "All Payments" screen will appear. - Specify the related information (i.e. User Name or Account Email ID) in the search field and click
.
Download the payment records in excel sheet
You can also export the searched payment records to an excel sheet file (xlsx).
For this:
- Click the "Billing" option from the left menu.
The "All Payments" screen will appear. - Search the desired payment records.
- Click
available at the bottom of the billing screen.
The excel sheet file is downloaded to your local Downloads folder.
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In case of specifying multiple search parameters, the search will be carried out by using AND operator(s) among all the parameters. This helps SigningHub to retrieve more targeted results. |