> For the complete documentation index, see [llms.txt](https://help.peoplevine.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.peoplevine.com/products/control-panel-overview/invoices-house-account-overview/identify-portal-payment.md).

# How to Know if a Member Paid via the Portal

### Before you begin (Prerequisites)

* **Permissions**: Administrator, Supervisor, or Support. See: [How to Manage Users and Permissions](/products/control-panel-overview/admin-overview/manage-roles-permissions.md).

### Instructions

1. Navigate to [**SELL > View Transactions**](https://control.peoplevine.com/transactions).

> **Note (Pro Dash):** Navigate to **SELL > Transactions > View Transactions**.

2. Locate the transaction and click it to open the transaction detail page.
3. Check the **Processed By** field in the Transaction Details section.

| Processed By value           | What it means                                                                                                                                                                          |
| ---------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Self-Service Transaction** | The member initiated this payment themselves through the member portal (e.g., paying an invoice, checkout for event tickets or other purchases, or paying dues at the failed paywall). |
| **Auto-Billing Transaction** | The system charged this automatically as part of recurring subscription billing.                                                                                                       |

> **Tip**: If Processed By shows a staff member's name, the transaction was initiated manually by that staff member in the Control Panel.

### What Happens Next

* **Next step**: [How to View a Member's Transactions](/products/control-panel-overview/transactions-overview/view-member-transactions.md) for the full transaction history.
* **Related**: [How to See the Payment Method Used on a Transaction](/products/control-panel-overview/transactions-overview/view-transaction-payment-method.md)

*Last updated: 2026-05-24*


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.peoplevine.com/products/control-panel-overview/invoices-house-account-overview/identify-portal-payment.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
