How to View and Manage Payments

Step 1: Access the Payments Page

1. Log in to your XandaPay Enterprize – CustomerSelfService portal.
2. From the left-hand navigation menu, click Payments.
3. The My Payments page will open, displaying a list of your payments.

Step 2: Understand the Payments Grid

The payments table displays the following columns:

• Payment# – The unique payment reference number.
• Invoice# – The invoice linked to the payment.
• Company – The company associated with the payment.
• Payment Date – The date the payment was made.
• Year – The year associated with the payment period.
• Period – The billing or service period.
• Quarter – The quarter linked to the payment.
• Method – The payment method used (e.g., bank transfer, credit card).
• Old Balance ($) – The balance before the payment was applied.
• Payment ($) – The amount paid.
• New Balance ($) – The remaining balance after payment.
• Overpayment ($) – Any excess amount paid beyond the balance.

This grid provides a structured overview of all payment transactions.

Step 3: Search for a Payment

1. Use the Search bar at the top of the page.
2. Enter a keyword such as:
   • Payment number
   • Invoice number
   • Company name
3. The list will automatically filter to match your search criteria.

Step 4: Filter by Payment Date

1. Locate the Payment Date filter fields.
2. Select a From and To date using the calendar icons.
3. The system will display only payments within the selected date range.

This is useful when reviewing payments for a specific time period.

Step 5: Use Grid Tools

The toolbar above the grid provides additional options:

• Refresh – Reloads the payments list.
• Filter – Applies advanced filtering options.
• Export to Excel – Downloads the payments list in Excel format.
• Export to PDF – Downloads the payments list in PDF format.

These tools help with reporting and record-keeping.

Step 6: Group Payments (Optional)

1. Drag any column header (e.g., Year or Quarter).
2. Drop it into the area labeled
   “Drag a column header here to group by that column.”
3. The grid will group payments based on the selected column.

This helps organize data for easier review.

Additional Notes

• Payments are view-only for clients.
• Not all accounts may have payment records available.
• Exported files are useful for audits and internal reviews.

🚀 Why Use the Payments Section? 

✅ Clear visibility of payment history
✅ Easy tracking of balances and overpayments
✅ Exportable records for reporting
✅ Improved transparency and reference

🔹 Next Steps 👉 Continue managing your account by reviewing Account Statements from the CustomerSelfService menu.