Charges and payments

How do I filter payments by status in LOXA?

Choose Paid, Pending, Refunded, or another available status. Payment history shows the matching states.

LOXA Charges and payments screen with fictional demonstration data
Demonstration account with fictional names, addresses, and financial records.

Before you start

  • You need access to the Charges and payments workflow in your LOXA role.
  • Have the status you need to review ready before you begin.

Step by step

  1. Sign in to LOXA and open Charges and payments.

  2. Choose Paid, Pending, Refunded, or another available status

  3. Enter or review the status you need to review.

  4. Review the record and select the available save, confirm, or continue action.

  5. Verify that payment history shows the matching states.

What should happen

Payment history shows the matching states.

Open this workflow in LOXA