Payment History

Payment History

Table of Contents

Introduction

Payment History allows you to follow up status of payments after they are approved. You can see whether a payment is paid out or not.

To access Payment History, find the “Payment History” on CLAIMS menu.

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Prerequisites

Required permission(s):

  • View claim transactions

Payment History List

Payment History lists all approved payments across the system.

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Each payment has the following information:

  1. Payment Ref.: click to navigate to payment details.

  2. Recipient: name of recipient.

  3. Amount: payment amount with currency.

  4. Status: current status of the payment. If the payment is paid, you will see status “Paid”. See Claim Finance for tThe entire state transition of claim payments.

  5. Created Date: the date that the payment is created.

  6. Claim Ref.: click to navigate to claim details.

  7. Approved Date: the date that the payment is approved.

  8. Vendor Number (External Reference)

View payment details

Click on Payment Ref. to see payment details.

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Payment details:

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Search & filter claim payments

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You can search/filter claim payments by:

  1. Payment Ref.

  2. Claim Ref.

  3. Recipient Name

  4. Status: can select multiple statuses.

  5. Approved Date from … to …

  6. Created Date from … to …

 

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