Updated as of Version 26.02.
Ready to upgrade? Contact PeopleFluent Support.


View Course Payment History

You can search for and view details about course payment transactions for your organization. 

To view payments in the course payment history, your role must have access to the Payment History feature.

Access Course Payment History

  1. Go to Manage Center > Learning > Payment Manager > Payment History.
  2. To locate specific transactions, take one of the following actions:
  • Enter the transaction number and click Retrieve.
  • Enter a value in the User ID, From Date and/or To Date, and then click Search.

Mark Transactions as Reviewed or Not Reviewed

  1. On the Payment History page, locate the appropriate transactions and click the associated checkbox(es).
  2. Select Mark as reviewed or Mark as not reviewed.

Create a PDF Invoice

You can create a PDF invoice for organizations with payment plans that allow organization-level approvers to pay for enrollment on receipt of an invoice.

  1. On the Payment History page, locate the appropriate transaction and click the Transaction Reference number to open it.
  2. Click the Invoice link located below the transaction details.
  3. The LMS creates a PDF which you can view or save from your browser.

Change the Status of an Enrollment

You can change the status of an enrollment for which a payment was made.

  1. On the Payment History page, locate the appropriate transaction and click the Transaction Reference number to open it.
  2. In the Transaction Enrollments section, select the new enrollment status from the Overall Status Change drop-down list.
  3. Click Apply Changes

Are you a PeopleFluent administrator?
Check out our Help Center or Contact Support.

Was this article helpful?

0 out of 0 found this helpful