Payment Management
Role: Company admins
Scope: Company portal
Purpose
Track outbound NGO payments and quickly react to payment or connection issues.
Who this is for
Company finance and operations admins handling payout oversight.
Prerequisites
- Company onboarding is complete.
- Voting periods and payout flows have produced payment records.
Step-by-step instructions
1. Open Payments
Go to Company -> Payments.
2. Check connection status
Review Mastercard connection status card before processing or troubleshooting payouts.
3. Review payment KPI cards
Use the KPI cards above the table to monitor:
- Total payments
- Distinct NGOs
- Total amount
- Completed payments
- Failed payments
Use the ? icon on each card to view a metric-specific definition.
4. Filter and search payment rows
Use status segments, search, and pagination to find relevant transactions.
5. Review payment details
Validate NGO recipient, banking info field, status, created date, and amount.
Billing invoices and subscriptions
- Access generated invoices from Payments → Invoices. Invoices are produced when billing subscriptions are created/updated or at scheduled billing cycles.
- Download the PDF to verify invoice number, billing period, recipient, and total amount.
- Subscription creation or updates are handled by platform administrators; contact your platform admin or support for subscription changes.
6. Export supporting documents
Use row export action to open payment documents (PDF) in a new tab.
What users should expect
- Connection state and payment table update as transactions move through pipeline statuses.
- Payments and NGO-facing reporting share the same operational lifecycle.
- KPI cards follow the same active search/status filters as the table and are not affected by pagination.
Common issues and troubleshooting
- Connection status is pending/inactive: open Mastercard settings and verify setup details.
- Payment document does not open: check popup blockers and browser tab restrictions.
- Missing expected payment: confirm source voting period has been completed.
Verify success
- Connection status and payment rows are visible for known transactions.
- Payment document export opens successfully for at least one eligible row.