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Connect – Reseller Payment Deposit

Overview

The Reseller Payment Deposit section in Connect allows users to view and track payment deposits associated with reseller transactions.

This feature provides visibility into: - Payment batches - Commission-based payments - Submission dates - Payment status

Key Information

Payment deposits are listed once payments have been initiated.
Closed orders will not appear until the accountant has initiated the ACH Batch.

Interface Breakdown

1. Date Filters

Start Date

  • Select the beginning date range
  • Format: mm/dd/yyyy

End Date

  • Select the ending date range
  • Format: mm/dd/yyyy

Search by Date

  • Click Search By Date to filter results based on selected dates

2. Search Field

  • Allows users to search records
  • Supports keyword input (e.g., Order No., Batch No.)

3. Include Totals

  • Checkbox: Include Totals
  • When enabled:
    • Displays a summary row showing total values per batch

4. Reset Filter

  • Button: Reset filter
  • Clears:
    • Date filters
    • Search input
    • Table results reset to default view

Data Table Columns

The payment deposits are displayed in a structured table with the following columns:

Column Name Description
Order No. Unique identifier for each order
Batch No. Payment batch number
Submitted Date Date the payment was submitted
Group No. Associated group identifier
Reason Description Type of payment (e.g., Commission)
Payment Amount Amount paid for the order
Payment Status Current status of the payment

Table Features

Row Data

  • Each row represents a payment entry
  • Common values include:
    • Commission under Reason Description
    • Payment Amount (can be 0.00 if not processed)

Total Row

  • When Include Totals is enabled:
    • A summary row appears at the bottom
    • Displays total for the batch (e.g., Total of batch no. 157)

Pagination

  • Controls at bottom right:
    • Previous
    • Next
  • Allows navigation through multiple pages of records

Page Size

  • Dropdown (e.g., 10 records per page)
  • Users can control number of visible rows

Workflow

  1. Select Start Date and End Date
  2. Click Search By Date
  3. (Optional) Enter keywords in Search
  4. Enable Include Totals if needed
  5. Review payment records in table
  6. Use pagination to navigate results