Payment Discovery

  Payment Discovery  

  Feature Overview

⚠  OPTIONAL FEATURE

Payment Discovery is not enabled by default. It must be manually added to the account by a developer or admin before it can be used.

What Is Payment Discovery?

Payment Discovery opens an interactive dialog that helps you locate and match payments within a payment batch. It can be triggered from either a payment batch record or an individual payment record, and will always open the discovery tool in the context of the relevant batch.

Where Can It Be Used?

Payment Discovery works from two starting points:

• A Payment Batch record — The discovery dialog opens directly for that batch.
• An individual Payment record — The system looks up which batch the payment belongs to, then opens the discovery dialog for that batch.

What Happens When You Use It?

• A Payment Discovery dialog window opens for the relevant batch.
• From the dialog, you can review and work with the payments in that batch.
• All of the logic and functionality lives inside the dialog — the server side of this feature is intentionally lightweight.

Heads Up

• This feature only works on Payment Batch or Payment records. Running it on any other record type will have no effect.
• When triggered from an individual payment, there is a brief moment while the system looks up the parent batch before the dialog opens.

Getting Access

This feature must be manually added to your account by a developer or admin. Like Form Management and Report Collaboration, all of its functionality runs inside the browser dialog. Contact your admin or support team to request access.