Finance and payments
The Finance menu enables you to make payments, edit billing details and view transaction history using the following pages:
Overview page
The Overview page enables you to download forms to change the contractual name and payment methods, and to make payments.
Select the export to PDF (
) or print (
) buttons to export or print the information displayed on the page.
The following table describes the fields on the Overview page.
Contractual Name
The name of the portfolio who is liable for this account. 
– select to download the party name change request form, which you must complete and upload to request the name change.
Finance Settings
Payment method
Displayed the current payment method, which is one of: Invoiced – payments are made in response to invoices. Credit Card (Monthly) – Eseye will contact you to confirm credit card details. Direct Debit (Monthly) – Eseye will contact you and request you to complete a DirectDebit form. – select to edit the payment method and select Request change.
Email Statement
Select the check box to enable receiving monthly statements via email. If you change this setting, select the update icon (
) to request the changes.
Statement
Amount due
The amount overdue on this account.
Account Balance
The total amount outstanding on this account.
Amount
The amount of the payment made using the Make Ad-hoc Payment by Credit Card button.
Make Ad-hoc Payment by Credit Card
Select to make a payment to Eseye for the amount in the Amount field above.
Details page
The Details page enables you to view and edit billing details.
Select the export to PDF (), export to CSV (
) or print () buttons to export or print the information displayed on the page.
The following table describes the fields on the Details page.
Billing Address Details
Billing Company
The name of the company that placed the order.
Address Line 1
The first line of the address to which the order will be sent.
Address Line 2
The second line of the address to which the order will be sent.
Town or City
The town or city to which the order will be sent.
State or County
The state or county to which the order will be sent.
Postcode
The postcode to which the order will be sent.
Country
The country to which the order will be sent.
Billing Contact Details
Contact Name
The name of the billing contact who will pay for this order. This should be a finance specific contact. For example, an employee in the accounts department.
Telephone
A contact number for the billing contact.
Email Address
Email address of the billing contact.
Billing References
VAT reference
The VAT reference number for the company.
Company number
The unique company registration number for the company.
PO reference
The unique reference number for the purchase order.
Edit
Select to edit the billing details.
Transactions page
The Transactions page displays a list of historical transaction records.
Select the export to PDF (), export to CSV () or print () buttons to export or print the information displayed on the page.
Search
The search enables you to filter the transaction records.
From To
Filter the list of transaction records between the From and To dates. Select the calendar icon (
) to display a calendar from which you can select the required date.
Show
Select which transaction records are shown. By default, all activities (Data, SMS and Voice) are shown.
Search
Select to filter the billing records using the values in the From, To and Show fields.
Results
Viewing more results
Some pages return results in a continuous list. Select View More at the end of the list to see more items.
The following table describes the fields in the results table on the Transactions page.
Type of transaction
The type of transaction, which is one of the following: Credit Note Cheque DirectDebit Bank Transfer Credit Card Debit Card Cash Standing Order Journal Payment Invoice
Transaction reference number
Unique identifier for this transaction.
Date of transaction
The date of the transaction.
Due date, only for invoices
The due date for payments made after receiving invoices.
Amount (in the agreed currency)
The amount of money in the transaction (in the agreed currency).
Tax
The amount of tax in the transaction (in the agreed currency).
Balance (in the agreed currency)
The balance (in the agreed currency) before the transaction was made.
Audit Log page
The Audit Log page enables you to search for all changes made on the Finance menu.
Select the export to PDF (), export to CSV () or print () buttons to export or print the information displayed on the page.
Search
Filter the list of audit log records between the From and To dates.
Select the calendar icon () to display a calendar from which you can select the required date.
Select Search to update the records in the results table.
Results
Viewing more results
Some pages return results in a continuous list. Select View More at the end of the list to see more items.
The following table describes the fields in the results table on the audit log page.
Description
The type of change made.
Date
The date of the change.
User
The user who made the changes.
Reference
The reference number for the change.
Information
Textual description of the change.
Last updated
Was this helpful?