Your payment history provides a complete record of all payments you’ve made through the Client Portal. Use it to track spending, reconcile accounts, and download receipts for your records.
Accessing Payment History
Click “Invoices” in the sidebar navigation menu.
Click on the “Payment History” or “Payments” tab at the top of the Invoices page.
You’ll see a chronological list of all your payments, with the most recent first.
Payment History Details
Each payment record shows:
- Payment Date: When the payment was processed
- Amount: Total payment amount
- Invoice Number: The invoice(s) this payment was applied to
- Payment Method: Card type/last 4 digits or bank account
- Status: Completed, Processing, or Failed
- Transaction ID: Unique reference number
Payment Status Types
- Completed – Payment successfully processed
- Processing – Payment in progress (typical for ACH)
- Failed – Payment was declined or failed
- Refunded – Payment was refunded
- Voided – Payment was cancelled before processing
Filtering Payment History
Find specific payments using filters:
By Date Range
- Last 30 days
- Last 90 days
- This year
- Last year
- Custom date range
By Status
- All Payments
- Completed
- Processing
- Failed
Search
Search by invoice number, amount, or transaction ID.
Use the date filter to view all payments for a specific year. This is helpful for tax preparation and annual budgeting.
Downloading Receipts
Get receipt copies for your records:
Locate the payment in your payment history.
Click the receipt icon or “Download Receipt” link.
A PDF receipt will download to your device.
Receipt Information
Each receipt includes:
- Payment confirmation number
- Date and time of payment
- Amount paid
- Payment method (last 4 digits)
- Invoice number(s) paid
- Our company information
- Your billing information
Payment Summary
At the top of the payment history page, you may see summary information:
- Total Paid This Year: Sum of all payments in the current year
- Total Paid All Time: Sum of all payments on record
- Last Payment Date: When you last made a payment
- Average Payment: Average payment amount
Viewing Payment Details
Click on any payment row to see complete details:
- Full transaction information
- Invoice breakdown
- Payment method details
- Processing timestamps
- Receipt download option
Exporting Payment Data
Export your payment history for accounting:
- Set your desired date range filter
- Click “Export” or “Download CSV”
- Open the file in Excel or your accounting software
The export feature creates a spreadsheet with all payment details – perfect for sharing with your accountant or importing into accounting software like QuickBooks.
Failed Payments
If a payment failed:
- The invoice remains unpaid
- You’ll see the failed transaction in history
- Check the failure reason for details
- Try again with the same or different payment method
Common failure reasons:
- Insufficient funds
- Card declined by bank
- Incorrect card details
- Expired card
- Bank fraud protection triggered
Refunds
If you receive a refund:
- It appears in your payment history as “Refunded”
- Refund amount and reason are documented
- Funds return to original payment method
- Credit card refunds: 5-10 business days
- ACH refunds: 5-7 business days
Need Help?
Questions about your payment history?
- Email: billing@leadmarketingstrategies.com
- Phone: (631) 974-5682
- Contact Form: Contact Us
Have your transaction ID or invoice number ready for faster assistance.