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 at https://organization.actnation.io/company/billing-invoices. Download the PDF to see the invoice number, billing period, and total amount.
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 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. |