Search for a payment
A donor calls you and asks you to verify a payment, a bank inquires about a collection, or you're looking for the details of a specific transfer: search is your fastest entry point. This page lists the different methods to find a payment and explains which to use depending on the context.
Three search entries
Search by donor (the most common)
This is the method to use in 90% of cases.
- 1
Open the payments list
Finance sidebar → Payments.
- 2
Click in the search bar
At the top of the table, the Search a contact field is immediately visible.
- 3
Type the beginning of the name
Enter at least 3 characters (e.g. "Coh" for Cohen). The autocomplete suggests matching contacts.
- 4
Select the contact
Click on the right result. The list filters instantly on all payments of this donor.
Special case: homonyms
If multiple contacts have a similar name (for example two Lévy families), the autocomplete list displays the email to distinguish. Choose the one matching your donor.
Search by Unisoft internal identifier
Each payment has a unique internal identifier displayed in the detail panel. It's useful to:
- Find a payment from an email exchange where the support team shared the ID
- Reproduce a specific payment when calling Unisoft support
- Reference a payment in an internal document
- 1
Spot the identifier
In the payment detail panel, Payment origin section, Internal identifier line.
- 2
Paste the identifier in the search bar
The list filters immediately on this unique payment.
Search by external platform reference
When a donor gives you their transaction reference (e.g. ch_3OqP2bL... on Stripe), you can find it in Unisoft.
| Platform | Typical reference format |
|---|---|
| Stripe | pi_..., ch_..., py_... |
| PayGreen | Alphanumeric UUID |
| PayPal | Long numeric identifier |
| GoCardless | PM... or MD... |
| Cardcom | Transaction number |
The external reference is visible in the payment detail panel, Payment origin section.
Search from a contact profile
If you're already on a donor's profile, don't go to the Payments module: the Payment history block is directly available.
- 1
Open the contact profile
Contacts module → search Sarah Cohen → open her profile.
- 2
Payments tab
All payments of the contact are listed from the most recent to the oldest.
- 3
Click on a payment
The detail opens directly.
Search by amount and approximate date
When you no longer remember the donor, but you have an order of magnitude:
- 1
Open the filters
Filters button on the left of the list.
- 2
Enter an amount range
Amount filter → Minimum 1,750 € → Maximum 1,850 € (for a donation of about 1,800 €).
- 3
Restrict the date
Date filter → probable period (e.g. April – May 2026).
- 4
Browse the dozen results
You identify the right payment visually.
Combine search and filters
You can chain search by contact + technical filters. Example:
- Search: Sarah Cohen
- Method filter: Check
- Date filter: Current year
You get: all checks paid by Sarah Cohen this year. See Filter my payments.
Clear the search
Click on the cross in the search field. The contact is deselected but the filters remain active.
What if I can't find the payment?
| Symptom | Probable cause | Solution |
|---|---|---|
| "No results" on a common name | The contact doesn't exist in the database | Check in Contacts, create the profile if needed |
| The payment exists but not in the list | Active filter (status, date…) | Reset the filters then relaunch |
| Refunded payment invisible | Status filter = Validated by default | Check Refunded in the Status filter |
| Donation from an anonymous via donation kiosk | No attached contact | Filter by Source = Donation kiosk + Date to find it |
| Expected payment not received | Not yet confirmed by the platform | Wait a few minutes (webhook) or check the Stripe dashboard |
Go further
- Filter my payments — all filters
- View my payments — overview
- View payment details