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.
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. |