Manage Payments

This document provides guidance on managing payments within the TrackIt RMS system.

Overview

The Manage Payments section allows users to view, update, and process payment information for their accounts. This feature ensures accurate billing and payment tracking.

Features

  • View Payment History: Access a detailed history of all payments made.
  • Add Payment Methods: Add new credit cards, bank accounts, or other payment methods.
  • Update Payment Information: Modify existing payment details.
  • Process Payments: Manually process outstanding payments.

How to Manage Payments

1. Access the Manage Payments Section

  1. Navigate to the Settings menu.
  2. Select Billing.
  3. Click on Manage Payments.

2. Viewing Payment History

  • The payment history table displays:
    • Payment date
    • Amount
    • Payment method
    • Status (e.g., Completed, Pending, Failed)

3. Adding a Payment Method

  1. Click on the Add Payment Method button.
  2. Choose the type of payment method (e.g., Credit Card, Bank Account).
  3. Enter the required details and save.

4. Updating Payment Information

  1. Locate the payment method you want to update.
  2. Click the Edit icon next to it.
  3. Modify the details and save changes.

5. Processing Payments

  1. Review outstanding balances in the Billing Summary section.
  2. Click Process Payment.
  3. Confirm the payment details and submit.

Notes

  • Ensure all payment information is accurate to avoid transaction failures.
  • Contact support if you encounter issues with payment processing.

Support

For further assistance, please reach out to the TrackIt RMS support team.