How does the Pay tab work?

The Pay tab on a person's profile allows you to view and manage their subscriptions, payments, donations, and payment information.

Step 1: Find the Person

Use the Search Bar located in the upper-left corner of the website to find the person

Step 2: Open the Pay Tab

Once you open the person's profile, click the Pay tab.

The Pay tab provides an overview of the person's:

• Subscriptions
• Payments
• Donations
• Credit Notes

Step 3: Manage Subscriptions

Under the Subscriptions section, you can view the person's active and previous subscriptions.

If the person has an active subscription, you can cancel it by clicking CANCEL.

Below the subscription list, you can also update the person's credit card by clicking UPDATE CREDIT CARD.

Step 4: View and Manage Payments

The Payments section displays a list of payments associated with the person.

To view the details of a payment, click VIEW.

From the payment details page, you can:

• Edit the payment
• Prepare a receipt
• Download a thank-you letter

You can also register a New Payment or a New Donation

Step 5: View Donations and Payments Reports

At the bottom of the Pay tab, you can access the person's:

• Donations
• Payments

Clicking either button will automatically download a CSV report containing the corresponding information.

These reports can be used for further data analysis and record keeping.