Bill-Pay Logs is a tool to manage your Bill-Pay activity. Here, you can see when Bill-Pay was added to a Donation Page, when the Vendor fee was updated, and much more!
Bill-Pay Logs in Page Builder
When you add Bill-Pay to a Donation Page via the Committees tab, a new tab called Bill-Pay Logs will appear.
When you click into this tab, you will see a table with the following information:
Activity: The name of the Bill-Pay activity or event
Vendor: The name of the Vendor
Committee: The name of the committee
Changed From
Changed To
By (Changed By) - The email address of the user who performed the action along with a timestamp.
Below is a list of activities that could be displayed here:
Upsell Bill-Pay Enabled: Bill-Pay has been enabled to Yes
Upsell Bill-Pay Disabled: Upsell Bill-Pay has been enabled to No
Recurring Bill-Pay Enabled: Recurring Bill-Pay has been enabled to Yes
Recurring Bill-Pay Disabled: Recurring Bill-Pay has been enabled to No
Bill-Pay Added: A Vendor fee has been added to a page
Bill-Pay Fee Removed: A Vendor fee has been removed from a page
Bill-Pay Fee Updated: A Vendor fee has been updated on a page
Note: When a candidate is connected to a Vendor, and a new page is created, Recurring Bill-Pay Disabled and Upsell Bill-Pay Disabled activities will appear by default. This is because these toggles are set to "No" by default in the committee's tab.
Bill-Pay Logs in Upsells
When creating a Donation or Panel Upsell, you can also track the Vendor fees activity there. You will see the log if you create an upsell and then scroll to the bottom. It will only present the three most recent activities, with a View All button appearing when more information is available. Click View All to see all the information about the upsell's Bill-Pay activity.
When viewing the Bill-Pay Logs for a Donation or Panel Upsell, here is a list of events you could see:
Bill-Pay Fee Added: A Vendor fee was added to an Upsell
Bill-Pay Fee Removed: The Vendor fee was removed from an upsell
Bill-Pay Fee Updated: The Vendor fee was changed on an upsell
Bill-Pay Log in Organization Settings
In addition to viewing Bill-Pay Logs in page builder and Upsells, you can view them in the Settings tab. Here, you will be able to see all Bill-Pay activity, including Pages and Upsells.
If you click into your Settings tab and then click into the Bill-Pay Logs tab, you will see the following:
In addition to seeing events such as Vendor Bill-Pay Connected, Vendor Bill-Pay Disconnected, or Vendor Default Fee Changed, you will see changes to Donation Pages and Upsells.
For pages and upsell changes, you can click the red hyperlink to be directed to the page or Upsell.
Note: When a page or Upsell has been archived, the red hyperlink is changed to grey and is no longer clickable.
Questions?
If you have questions or are unsure on any of these steps, please reach out to our support team by clicking the red chat box at the bottom right corner of your screen