View a Payment Made with the Public Invoice Payment Link

When someone makes a payment on an invoice using the public invoice payment link, the payment is logged on the related invoice record.

VIEW THE PAYMENT

1. Navigate to the appropriate invoice
2. On the Invoice 360 page, click the Related Transactions tab
3. From there, you can see payments made on the invoice. Click the related payment
4. This will bring you to the Payment page. Here you can see information about the payer and the payment

   Helpful hint: When someone pays for an invoice on behalf of someone else, the invoice recipient will appear in parentheses next to the invoice number

Note: Rhythm automatically creates CRM records for anyone that pays an invoice using the public payment link. This allows for transparent record-keeping and access to contact information whenever necessary.

If the payer’s domain matches the domain of an existing Organization in your database, they will automatically be associated with it.

Note: If someone with a portal account makes a payment using the public link, Rhythm will associate the payment with their existing record. We will not create a duplicate.