How do I...

Search for historical payments?
View historical payment information?
View outbound payment information?
View payee credit exception detail?
View debit tracking detail?
View credit tracking detail?

Searching for Historical Payments

Sponsor Care provides two methods for locating historical payments: You can use the Snapshot of Historical Payments on the Subscriber Detail page or you can conduct a search for the payment.

To find a historical payment using the Snapshot on the Subscriber Detail page:

1. Go to the Subscriber Detail page for the appropriate subscriber.
2. In the Snapshot of Historical Payments box, locate the payment you want.
3. Click the payee name link.
   The Historical Payment Detail page or the EPS Historical Payment Detail page appears with information on the selected payment.

   Note: If you don't see the payment you're looking for in the initial display, click the word more at the bottom of the snapshot to bring up the next group of historical payments.

To search for a historical payment using the Historical Payment Search page:

You can search for historical payments using various search criteria, including Payee Name, Request Number, Payment Date, Bank Account Number, Payee ID, and Track Number. You can also ask to see all historical payments on file for the subscriber.

1. On the subscriber menu, click Payment History.
   The Historical Payment Search page appears.
2. Use one of the two search strategies available to construct a payments list:
   • Produce a list of all available historical payments by clicking the Search button next to Return All.
   • Produce a shorter list by using search criteria to conduct a focused search. To search by criteria, type your criteria in the appropriate search section and then click the Search button for that section.

   When the search concludes, the search results appear on the Historical Payment Search Results page. The payments are listed by payment request date, with the most recent first. Within the request dates, payments are sorted alphabetically by payee name.

To view historical payment information:

1. On the subscriber menu, click Payment History.
   The Historical Payment Search page appears.
2. Conduct a search for the historical payment.
   The Historical Payment Search page reappears, displaying the search results.
3. To view detailed information on a listed payment, click the Payee Name.
   The Historical Payment Detail or the EPS Historical Payment Detail page for the selected payment appears.

To view outbound payment information:

1. On the subscriber menu, click Payment History.
   The Historical Payment Search page appears.
2. Type the search criteria and click Search.
   The Historical Payment Search Results page appears.
3. Click the Payee Name.
   The Historical Payment Detail page appears.
4. Move to the Outbound Payment Information section.

To view payee credit exception detail:

1. Go to the Historical Payment Search page.
2. Conduct a search for the historical payment.
   The payments that meet your search criteria appear on the Historical Payment Search Results page.

   Note: Payments with exceptions (credit or debit) display an E in the Type field.

3. To view detailed information on a listed payment, click the Payee Name value.
   The Historical Payment Detail page for the selected payment appears. If the payment is associated with a credit exception, a link to the Payee Credit Exception Detail page appears on the Page Navigation bar.
4. Click the Payee Credit Exception Detail link.
   The Payee Credit Exception Detail page displays further information on the exception.

To view debit tracking detail:

1. Go to the Historical Payment Search page.
2. Conduct a search for the historical payment.
   The payments that meet your search criteria appear on the Historical Payment Search Results page.

   Note: Payments with exceptions (credit or debit) display an E in the Type field.

3. To view detailed information on a listed payment, click the Payee Name value.
   The Historical Payment Detail page or the EPS Historical Payment Detail for the selected payment appears.
4. Click the Debit Detail link on the Page Navigation bar.
   The Debit Tracking Detail page displays further information on the exception.

To view credit tracking detail:

1. Go to the Historical Payment Search page.
2. Conduct a search for the historical payment.
   The payments that meet your search criteria appear on the Historical Payment Search Results page.

   Note: Payments with exceptions (credit or debit) display an E in the Type field.

3. To view detailed information on a listed payment, click the Payee Name value.
   The Historical Payment Detail page or the EPS Historical Payment Detail for the selected payment appears.
4. Click the Debit Detail link on the Page Navigation bar.
   The Debit Tracking Detail page appears.
5. Click the Credit Detail link in the Page Navigation bar.
   The Credit Tracking Detail page displays information on the credit portion of the transaction.