Payment Management
Role: Company Admin
Portal: Actnation company portal
Prerequisites: Onboarding is complete and at least one voting period has been completed.
Purpose
The Payments page gives you visibility into every outbound donation payment to NGOs — their status, amounts, and supporting documents.
How to use Payments
- Go to Company → Payments.
- Check the Mastercard connection status card at the top. If this shows an issue, payments may not process automatically — see Mastercard Setup.
- Review the KPI cards for total payments, NGOs receiving funds, total amount, completed payments, and failed payments. Each card has a ? for its definition. Cards reflect your active filters.
- Use the status tabs, search bar, and pagination to find specific transactions.
- Each payment row shows: NGO name, amount, status, and creation date.
- Click the export action on a row to open the payment document (PDF) in a new tab.
Billing invoices
Your platform billing invoices are in Payments → Invoices. Download the PDF to see the invoice number, billing period, and total amount.
Troubleshooting
| Problem | What to do |
|---|---|
| Mastercard status shows Pending or Inactive | Open Company → Settings and verify the Mastercard setup is complete. |
| Payment document does not open | Your browser may be blocking new tabs. Check your pop-up settings. |
| An expected payment row is missing | Confirm the source voting period has been fully completed. |
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