View sent payments
3 min
Tracking sent payments in Roster provides detailed insights into payouts made to ambassadors, allowing for streamlined review and data export. This guide walks you through how to filter, inspect, and export sent payments efficiently.
Step-by-step instructions
Navigate to the sent payments section
- Open the Roster dashboard and click on the Payments tab in the left-hand navigation.
- Select the Sent Payments tab to load all payments previously sent to ambassadors.
Apply filters to refine payment data
- Use the basic filters to sort payments by:
- Ambassador name.
- Program name.
- Date range for payment activity.
- Open the More Filters option to refine results further by:
- Minimum payment amount.
- Payment batch number (e.g., for monthly payment batches).
- Payment status, such as returned, refunded, or blocked.
- Payment method, like PayPal, Venmo, or manual.
- Contact tags assigned to ambassadors.
Inspect individual payment details
- Click on any payment amount in the list to view a detailed dialogue.
- Review details such as:
- Total rewards included in the payment.
- Individual rewards that make up the total.
- Additional Roster tracking IDs for deeper insight.
Export filtered payment data
- Once the desired filters are applied:
- Click Export to download the results.
- Choose the option to export payments matching your search.
- Confirm and download the CSV file containing detailed payment information.
- The CSV file will include:
- Payment IDs.
- Ambassador details (name, email, address, etc.).
- Payment amounts and statuses.
- Other relevant data for further processing.
Need help?
For further questions about sent payments, contact our customer success team at [email protected]. We’re here to assist you with any inquiries!