View payment details
The side detail panel of a payment is the 360° view of the collection: who paid, how much, how, what it contributes to, what tax receipt was issued, and all the modifications that have occurred since creation. This page describes all the displayed sections and how to read them.
Open the detail panel
- 1
Open the payments list
Sidebar → Finance → Payments. Admin route
/app/paiements/list. - 2
- 3
Click on the eye icon
On the right of the line, the eye icon opens the side panel. You can also click anywhere on the line for the same effect.
- 4
The panel displays on the right
It occupies about a third of the screen. The list remains visible on the left to continue navigating.
The sections of the panel
The panel is organized into information blocks, in this order:
1. Amount breakdown
This is the first block displayed — the financial truth of the payment.
| Field | Detail |
|---|---|
| Gross amount | Exact sum paid by the donor |
| Bank fees | Commission charged by the platform (Stripe, PayGreen…) |
| Net amount | What is actually credited to your account |
| Currency | EUR, USD, ILS, GBP, CAD… per the transaction |
If fees are not yet final, a "Fees being calculated" mention is displayed. See Verify actual bank fees.
2. Payment origin
| Field | Detail |
|---|---|
| Source | Online, Manual, Donation kiosk, Tap-to-Pay, Mobile application, Software (auto import) |
| Platform | Stripe, PayGreen, GoCardless, PayPal, Cardcom, Authorize.net, Axepta… (empty for a manual payment) |
| Status | Validated (refunded payments are removed from the list by default) |
| Date | Date and time of the payment |
| Internal identifier | Unique Unisoft reference |
3. Donor
| Field | Detail |
|---|---|
| Linked contact | Name + link to the contact profile |
| First name / Last name | As recorded on the payment (may differ from the contact if modified at entry) |
| Address used to send the tax receipt | |
| Phone | If filled in |
4. Billing
The details used for the tax receipt, which may differ from the contact:
| Field | Detail |
|---|---|
| Type | Personal (individual) or Professional (company) |
| Complete address | Number, street, postal code, city, country |
| Company name | If type = Professional |
| Company ID | If type = Professional |
See Payment on behalf of a company.
5. Bank card (if applicable)
Displayed only if method = Bank card:
| Field | Detail |
|---|---|
| Brand | Visa, Mastercard, American Express, CB… |
| Last four digits | E.g. **** 4242 |
| Country of issue | FR, US, IL, GB… |
For checks, cash, transfers, this block is hidden.
6. Payment reason
The functional context of the payment:
| Field | Detail |
|---|---|
| Type | Main cash register, Campaign, Fund, Donation pledge, Form, Booklet |
| Linked entity | Name of the campaign / fund / pledge / booklet (clickable link) |
For a multi-reason payment, the block lists each allocation with its amount.
7. Tax receipt
| Field | Detail |
|---|---|
| Receipt generated? | Yes / No |
| Receipt number | Unique annual numbering |
| Taxable amount | May be lower than the gross amount (e.g. if a portion is non-deductible) |
| Fiscal year | Issuance year |
| Status | Issued, Canceled (if refund) |
| Download PDF | Direct button |
| Resend by email | Direct button |
See Tax receipts.
8. Linked donation pledge
Displayed only if the payment honors a pledge:
| Field | Detail |
|---|---|
| Attached pledge | Link to the pledge profile |
| Allocated amount | Portion of the payment attributed to this pledge |
| Remaining to honor | Remaining balance of the pledge after this payment |
9. Parent subscription
Displayed only if the payment is from a recurring subscription:
| Field | Detail |
|---|---|
| Subscription | Link to the parent subscription profile |
| Monthly installment number | E.g. "7th direct debit out of 24" |
| Subscription date | Creation date of the subscription |
See Payments from a subscription.
10. Comment
Internal note entered at payment creation (check number, context, issuing bank, etc.). Visible only by the administrative team.
11. Modification history
All actions performed on this payment since its creation:
| Information | Detail |
|---|---|
| Date / time | When the action took place |
| Author | Which administrator performed the action |
| Action | E.g. "Tax receipt regenerated", "Contact changed", "Reason modified", "Refund initiated" |
This history is kept indefinitely for audit.
Actions available in the panel
At the top right of the panel, the pencil icon (Edit) opens a dropdown menu. The options vary depending on the context:
| Action | Appearance conditions |
|---|---|
| Change contact | Always |
| Change reason | Always |
| Attribute donation pledges | Linked contact + existing open pledges |
| Edit the tax receipt | Receipt already issued |
| Add a tax receipt | No receipt yet |
| Regenerate on total amount | Existing receipt lower than the payment amount |
| Resend the tax receipt | Receipt issued + donor email filled in |
| Refund the payment | Stripe platform + Validated status |
| Delete the payment | Manual source only |
| Finalize the payment | Donation kiosk / Tap-to-Pay without complete donor |
See the detail of each action:
Close the panel
Click on the × cross at the top right, or click anywhere in the list on the left. Your filters and your position in the pagination are kept.
Read the detail aloud (audit, sharing)
The panel being an exhaustive summary, it's the right place to:
- Do a phone update with a donor who questions a payment
- Justify a collection to your treasurer
- Prepare an explanation for the statutory auditor
- Check that a payment received in person has been correctly entered
Go further
- Understanding a payment — the concepts
- Edit a payment — actions on a payment
- Understanding bank fees
- Tax receipts