Global Payment¶
Document Metadata
Category: Global / Payments
Audience: Administrators, Billing Teams, Finance Teams, Operations Teams
Difficulty: Intermediate
Time Required: Approximately 15–30 minutes
Prerequisites: Active ConnexCS account with access to the Global section; familiarity with Customers, Companies, payments, and billing information.
Related Topics: Payment, Invoices, Global, Customer Management
Next Steps: Navigate to Global > Payment, review payments across the account, create or update payment records where required, and use the available Columns, Filters, and Custom Settings options to manage the payment view.
Global Payment
Overview¶
The Global Payment section provides a centralized view of all Payments across the account.
It allows administrators and billing teams to review payment records associated with different Companies from a single location.
The Payment view provides information such as the Company, payment description, payment date, total amount, and payment status.
Creating a Payment¶
To create a payment:
- Navigate to Global Payment.
- Click
+in the top-right corner. - Complete the payment fields. Payment Fields are described below.
- Click
Save.
Payment Fields¶
The Payment window shown in the interface contains the following fields:
| Field | Description |
|---|---|
| Company | Required field used to select the Company associated with the payment. |
| Description | Required field used to enter a description or reference for the payment. |
| Total | Required field used to specify the payment amount. |
| Payment Fee (Ref Only) | Provides a place to record payment-fee information for reference |
| Status | Defines the current status of the payment example Cancelled, Pending or Complated. |
Columns¶
The Columns panel allows you to control which Payment fields are displayed in the table.
Use the column controls to show or hide fields according to your requirements.
Filters¶
The Filters panel allows you to narrow the Payment records displayed in the table.
For example, filters can be used to locate payments for a particular Company, review payments within a specific date range, or identify payments with a particular status.
The exact filter conditions available depend on the type of field being filtered.
Custom Settings¶
The Custom Settings panel allows you to customize the appearance of the IP Authentication table.
-
Theme: The Theme setting controls the visual appearance of the IP Authentication table.
-
Row Height: The Row Height setting controls the amount of vertical space used for each IP Authentication record.
- Lower row height — Displays more records within the available screen space.
- Higher row height — Provides more spacing between records for easier reading.
These settings affect only the presentation of the IP Authentication list and do not change the underlying authentication configuration.
Payment Actions¶
The Global Payment page provides controls for working with payment records, including:
- Add (
+) — Create a payment record. - Refresh — Reload the payment list.
- Delete — Delete selected records where permitted.
- Search — Locate payment records.
- Columns — Configure the fields displayed in the table.
- Filters — Narrow the payment list based on available fields.
- Custom Settings — Customize the table presentation.
Use Cases¶
The Global Payment section can be used to:
- View all payments across the account.
- Review payments associated with Companies.
- Check payment dates and amounts.
- Review payment descriptions and statuses.
- Create payment records.
- Search for specific payments.
- Filter payment records for billing and financial review.
- Customize the Payment table using Columns and Custom Settings.
Alternate Location¶
Payments can also be accessed from:
- Customer [Customer Name] Payment
The Global Payment view provides centralized access to payments across the account, while the Customer-level view provides payment information for an individual Customer.
More Information
See Payment for configuration details.