How to Access and Report on Applied Payments

Sensei Cloud's Applied Payments window enables you to view, filter, and report on the applied payment distributions.

To access Applied Payments:

1. From the Location tab, select Financial > Applied Payments. The list is displayed for all providers and credit types, all credits earned, and all distributions for the current month.
   
2. Use the Filter List* to narrow the list of applied payments to display. You can also choose:
   - Only Show Credits with Unapplied Funds
   - Only Show Credits with Pre-Payments
   
3. To save or share the report, select:
   - Export Report to export the results to a .CSV file
   - Print Applied Payments Report to create a .PDF file

*Important: It is recommended that you verify filter settings when distributing credits or generating reports to ensure the intended credits/distributions are included.

For more information, see How to Enable and Use Applied Payments. 

Sample Report