View Course Payment History

You can search for and view details about course payment transactions for your organization. 

To view payments in the Course Payment History, your user role must have read-only or unrestricted access to the Payment History feature in System Roles (Manage Features > Payment Manager). 

To open the Course Payment History, go to Manage Center > Learning > Payment History.  

On the Payment History page you can:

• Search for transactionsSearch for transactions

  To search for transactions, either enter the transaction number and click Retrieve, or enter the User ID and/or From Date and/or To date, and click Search.

• Mark transactions as reviewed (or not reviewed)Mark transactions as reviewed (or not reviewed)

  To mark transactions as reviewed or not reviewed, select the check box of one or more transactions and click Mark as reviewed or Mark as not reviewed.

• Create a PDF invoiceCreate a PDF invoice

  You can create a PDF invoice for organizations with payment plans that allow organization-level approvers to pay for enrollment on receipt of an invoice,

  To create the invoice, select the transaction you want to create the invoice for and click the Invoice link at the bottom of the transaction details. The LMS creates a PDF which you can view or save from your browser.

• Change the status of an enrollment for which a payment was madeChange the status of an enrollment for which a payment was made

  To change the status of an enrollment

  1. Select the transaction corresponding to the enrollment. The Payment History page opens for the transaction.
  2. In the Transaction Enrollments section, select the new enrollment status from the Overall Status Change drop-down list.
  3. Click Apply Changes. The Overall Status is updated.

About Payment Plans