Tracking payments

This article provides information on tracking complete and incomplete payments using Teamer Payments

Quick links:

Overview

You can track who has paid their payment request and who still owes you money easily via the Teamer Payments dashboard.

Track complete/incomplete payments

Step-by-step guide: 

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• You will see an overview of how many members have or haven't paid your payment request
• Click into the payment request to see which members have paid or not paid

Prompt a member for payment

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Select the payment request you wish to add a manual payment to
• Find the member you wish to send a payment prompt to
• Click on the 'Cog' icon next to their name
• Click 'Resend notification'

When adding members to the payment request, there is also an option to set up automated payment reminders every 5, 10 or 20 days until the deadline date.

Record a manual payment

Step-by-step guide: 

• Log into your Teamer account

• Click the 'Teamer logo'

• Click 'Switch to Teamer payments'

• Select the payment request you wish to add a manual payment to
• Find the member you wish to mark as paid, click the 'Cog' icon
• Click 'Mark as paid' 

Troubleshooting

This section covers common troubleshooting queries:

Related articles

Thanks for taking a look at this article, we hope you found it useful.

You may also find these related articles of interest too:

• Set up Teamer Payments
• Managing Payment Request

Contact support

If you have any questions, you can contact our dedicated support team via the form below.
When contacting support, it's important that you provide as much relevant information (including steps taken, links and screenshots to relevant pages) so we can help to resolve the query as quickly as possible for you.