CRM › Utility Cashiering & Payments
Online Payments
Pay-now from the customer portal, handed to the payment provider and posted when the provider confirms it.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Cashiering & Payments
- Screen: Online Payments
Address in the console: /crm/util-payment-requests
Read-only list · 8 columns · 2 actions
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Payment | Code | request_no |
| Asked | Date and time | created_at |
| Account | Code | account_no |
| Amount | Amount | amount |
| Provider | Text | provider_name |
| Provider ref | Code | provider_reference |
| Status | Status | status |
| Confirmed by | Status | confirmed_via |
What you can do here
Confirm (checked with the provider)
Asks for: Provider reference*
Cancel
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.