Payment Tracking Page

Payments can be added to installments via the Payment Tracking page. The Payment Tracking tool makes it easy to track the amount committed, paid, and balance for each installment as well as totals across all installments. 

Locate the desired installment by performing a quick search or by entering search criteria and performing a full search.

• If an installment does not appear in the list, make sure the Due On date ranges are set correctly.
• If the follow up(s) assigned request status filter is selected, an additional filter will appear for submission statuses. This allows you to filter your search to the following:
  • Follow Up Attached to Overall Award - Installments for requests that have follow up(s) attached to the overall award, rather than attached to specific installments. More details on relating follow ups to a specific installment are available in Attach Follow Up to Overall Award or Installment Form.
  • Follow up Assigned/Draft Attached to Installment - Installments with follow up(s) attached and in the assigned/draft status.
  • Follow Up Submitted Attached to Installment - Installments with follow up(s) attached and in the submitted status.
  • Follow Up Complete Attached to Installment - Installments with follow up(s) attached and in the complete status.
    
    
• Once the desired installment is located, you may enter a payment.
• You may repeat this process as many times as need to record all payments applicable to this installment.
• Payments will appear at the top of the installment record.
  • Click the eye icon to expand and collapse the installment details.
    
    
• To delete the payment, refer to Delete a Payment.
  • The amount paid totals will update accordingly in the Installment Summary.

Should you need export any installment or payment information, check the box(es) next to all records you’d like to export, click Batch Options, and then select Quick Export at the bottom of the page. A spreadsheet with the data will be downloaded to your computer.