Payment History Screen

This screen displays all payments that have been recorded in the Lifecycle Management Suite.

The Payment History screen contains the following columns:

Column Name

Description

Date

Displays the date that the payment was received.

Amount

Displays the amount of the payment.

Memo

Displays a

when a payment is taken in the Lifecycle Management Suite. When a payment originates from any other source, the Memo column appears blank.

Type

Displays the type of payment received. The available payment types vary by the source of the payment and are as follows:

Source	Available Payment Type(s)
Manual	Check Money Order Cashier Check Reversal Manual Entry
BillingTree ECM Western Union	Credit Card ACH
NACHA	ACH
Host	Host

User

Displays the Lifecycle Management Suite user who processed the payment. This value is blank if the payment was processed in the Host.

Status

Displays the status of the payment. Within this column, the following statuses may display:

Status	Description
POSTED	Identifies a payment that has been completely processed. This is the default status for all payments and is the status that appears for Host payments.
MEMO	Identifies a payment taken in the Lifecycle Management Suite that has not yet been processed in the Core. This status identifies a pending payment to be imported from the Core once the transaction completes.
Completed	Identifies a payment taken in the Lifecycle Management Suite that is able to post to the account immediately, such as a cash, check, or money order transaction processed through a manual workflow.

Other statuses that are unique to each core or connector may populate within this column. For more information, please see the applicable connector guide.

Transaction Code

Displays the code associated with a payment from the core.

Transaction codes vary for each payment type and are unique to each core and connector. For more information, please see the applicable connector guide.

Transaction Description

Displays the descriptive text associated with the Host Transaction Code.

Transaction ID

Displays the unique ID associated with the payment from the core.

The Transaction Code, Transaction Description, and Transaction ID fields do not always populate with information as they are not used by all cores and connectors and are not applicable to all payment types.

Users are able to double-click on a payment within this grid to display the Payment Details.

Payment Detail Screen

The Payment Detail screen is a read-only screen that displays a detailed summary of a payment. The fields within this screen vary depending on how a payment is received and can also vary according to payment type.

For example, the Payment Detail screen appears as follows for payments imported directly from the core:

If Profile Import is being used as the primary source of data for accounts, Payment Profile Import should be dependent on Profile Import.

-- Payment Profile Import dependent on Profile Import

INSERT INTO tblProcessDependency (ProcessID, DependencyID) VALUES (80, 34)

For payments taken through a manual workflow in the Lifecycle Management Suite, the Payment Detail screen appears as shown below:

Click Print to print the information on the Payment History screen. The screen name, account number, and suffix are not included when the screen is printed.