Viewing and Using the Payments Screen
The Payment screen can be accessed by navigating to Finances > Payments in your Member Splash dashboard.
This screen provides a detailed view of completed payments in a clean, column-and-row format for easy review and reporting. Use the available search filters to narrow results, including a selectable date range consistent with other Member Splash reports.
Main Filter Categories
Date Range – Select a custom time period for your report.
Payment Method – Filter by the payment method used (e.g., credit card, check).
Account Type – Filter results by your organization’s defined account types.
Search By – Search by Name, Account #, Legacy Account #, Order #, or Transaction ID.
Customizing Columns
You can control which data columns appear in your results. On the right-hand side of the screen, click the Columns button to activate or deactivate columns as needed. Common options include:
Date
Account #
Legacy Account #
Order #
Account Type
Billing Contact
Paid By
Amount Paid
Processing Fee
Net
Payment Method
Transaction ID
Key Differences from the Order Screen
Keep in mind the following differences between the Payment screen and the Order screen:
No Deletions – Payments cannot be deleted from this screen.
Completed Payments Only – This screen displays only items that have been paid for; pending transactions are not shown.
By adjusting filters and columns, Pool Admins can quickly create targeted payment reports for accurate recordkeeping and analysis.