View my payments
The payments list is your daily starting point in the Payments module. It displays all collections of your community with their essential information, and allows you to filter, search and analyze your data.
Access the list
- 1
Open the Payments module
In the left sidebar, click on Payments.
- 2
Select 'All payments'
The All payments tab opens by default. There you see all collections, from the most recent to the oldest.
Understanding the table columns
| Column | Information displayed |
|---|---|
| Date | Date of the payment |
| Contact | Donor (with link to their profile) |
| Amount | Gross amount paid |
| Fees | Bank fees charged by the platform |
| Net | Amount actually received after fees |
| Reason | Payment type and linked entity (campaign, pledge, fund, form, booklet…) |
| Method | Card, check, cash, transfer, direct debit, in kind |
| Source | Online, manual, donation kiosk… |
| Tax receipt | Indicates whether a tax receipt has been generated for this payment |
The statistics at the top of the page
Above the table, Unisoft displays four real-time indicators calculated on the payments currently displayed (filters/searches included):
- Gross total amount collected
- Net amount actually received after fees
- Number of payments in the current selection
- Average amount per payment
These statistics update automatically when you change filter or search.
Search for a payment by contact
To quickly find all payments of a specific donor:
- 1
Open the search bar
At the top of the table, click in the Search a contact field.
- 2
Type the name
Enter the beginning of the last or first name (e.g. "Coh" for Cohen). Unisoft suggests options.
- 3
Select the contact
Click on the desired contact. The list filters instantly.
Advanced filters
The Filters panel on the left allows you to precisely target the payments you're interested in.
Available filters
| Filter | Type | Typical use |
|---|---|---|
| Tax receipt | Yes / No | Find payments without tax receipt |
| Subscriptions | Yes / No | Isolate recurring payments |
| Billing type | Personal / Professional | Distinguish individuals and companies |
| Payment method | Card, Check, Transfer, Direct debit, Cash, In kind | Filter by method |
| Payment source | Online, Donation kiosk, Manual, Software | Filter by origin channel |
| Platform | Stripe, PayGreen, PayPal, GoCardless… | Filter by technical gateway |
| Amount | Min – Max in € | Amount range |
| Date | From – To | Specific period |
Multiple filters can be combined. For example: "all card payments via Stripe between January and March, without tax receipt".
Concrete examples
Find check payments from last month
- Method filter → check Check
- Date filter → select the previous month
Identify donations that don't have a tax receipt yet
- Tax receipt filter → No
Spot large online donations
- Amount filter → minimum 500 €
- Source filter → Online
View payment details
- 1
Click on the eye icon
On the right of each line, the 👁 (View) icon opens a side panel with all the payment information.
- 2
Consult the details
The panel displays: detailed amounts, donor, reason, platform used, status, link to the tax receipt if it exists.
- 3
Access actions
The Edit menu (pencil icon) gives access to actions available depending on context: change contact, change reason, manage tax receipt, refund, delete.
Global actions (top right)
| Action | Description |
|---|---|
| Add a payment | Manually enter a new payment. See Add a payment |
| Add a multi-reason payment | Split an amount across multiple reasons. See multi-reason payment |
| Create a message campaign | Send a bulk email or SMS to all donors in the filtered list |
| Export | Download an XLSX file ready for accounting. See Export for accountant |