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 an in-page preview. Close the preview to return to the same table state.
Handling manual payments
Manual bank payment-file export is currently disabled in production. The Payments page therefore does not show payment-file export controls or export-related banking-information prompts.
Complete transfers through the agreed operational process. After the transfers are complete, select the relevant payments and choose Mark as paid. The export action on an individual row remains available for opening that payment's PDF document; it is separate from bank payment-file export.
Billing invoices
Your platform billing invoices are in Payments → Invoices at https://organization.actnation.io/company/billing-invoices. Open the PDF preview to see the invoice number, billing period, and total amount; the browser PDF controls remain available for downloading.
Company bank details are not required for subscription invoices. They are required for outbound NGO donation payments, so incomplete bank details can delay payouts without delaying your subscription invoices.
Troubleshooting
| Problem | What to do |
|---|---|
| Mastercard status shows Pending or Inactive | Open Company → Settings and verify the Mastercard setup is complete. |
| Payment-file export is not shown | Manual payment-file export is currently disabled in production. Follow the agreed operational payment process instead. |
| Payment document does not open | Refresh the page and open the preview again. If the preview reports an invalid URL, contact Actnation support. |
| An expected payment row is missing | Confirm the source voting period has been fully completed. |