Search a Payment Record
SigningHub Admin provides a comprehensive search facility to search for a payment record. In this regard, you can use the following parameters to search for 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 for a payment record
Click the 'Billing' option from the navigation panel. The 'Billing' 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 to Excel
You can also export the searched payment records to an Excel sheet file (xlsx). For this:
Click the 'Billing' option from the navigation panel. The 'Billing' screen will appear.
Search for the desired payment records.
Click
available at the bottom of the 'Billing' screen. The Excel sheet file is downloaded to your local Downloads folder.
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