Overview

Paradigm will give you the option to search payments with the following criteria: Payment ID, Reference Number, Payment Type, Payment Method, Effective From and To Dates, Status, To Party ID, Created From and To Dates, and Created by User Login.

This section will also allow you to reconcile selected payments, see workflow below.

Search Payments Criteria: Fields with Brief Descriptions

 Expand this section for a table of fields (search criteria) with brief descriptions.

Payment ID	System Generated payment number
Reference Number	Selected Payment Reference Categories [Undergraduate, Postgraduate, HDR Masters, HDR Doctorates]
Payment Type	Bond Refund Commission Return Payment Customer Payment Customer Refund Internal Payment
Payment Method	Payment Methods accepted by the Institution Cash Credit Card Debit Card EFT (Electronic Funds Transfer) BPay Paypal Payment Express
Effective Date	Payment Dates to be searched for range
Effective Date To
Status	Status of the Payment Cancelled Confirmed Not Paid Received Sent
To Party ID	Your business or institution (Select name/s if you have multiple campuses)
Created Date From	Payment Dates Created to be searched for range
Created Date To
Created By User Login	Paradigm User who processed the payment
	Click this button to start the search based on your criteria.

Workflow

 Reconciling Customer Payments

How to Reconcile Customer Payments

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1. Choose Accounting > Search Payments menus on the side. Enter you search criteria, and click the SEARCH PAYMENTS button.

2. In your search results, (1)select the payments that you want to reconcile by clicking on the checkbox against the record that you want to reconcile, alternatively, you can click the checkbox header on top to select all payments.

(2) Select the Bank Account.

(3) Check the total payments that you want to reconcile.

(4) Click the RECONCILE SELECTED PAYMENTS button.

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Related Pages

• Page:
  How to email payment receipts with the Communication Module/Event?
• Page:
  How to print invoices and payment receipts?
• Page:
  Recording Payment

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