Payments Reference Report shows the summary of payment references received from payers.

Payments Reference Report Usage

Step 1. Hover your mouse over the menu bar in top left corner.

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Step 2. Go to "Payments Reference Report".

Step 3. Select organization license and date period.

Figure 3. Organization license

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Figure 4. Date period

Step 4. Click "Report Name" to download the report.

Alternative flow: If you are satisfied with your settings by default, click link from "Latest 5 updated reports" section to start the download.

The "Save As" dialog box appears, in which you can name (or rename) the file. The file's name is pre-filled with the report name.

 Step 5. Review the report.

Open the saved report → the report is opened with the following columns: Payments Reference Report format.