---
title: "How to Access a Payment Agreement"
canonical: "https://bizcore.refined.site/space/BCKB/1953333301/How%20to%20Access%20a%20Payment%20Agreement"
format: markdown
---
> Macro (toc)

# **Overview**

Being able to efficiently locate and open a customer's Payment Agreement is an important first step in utilising a number of Biz Core’s key features. Once accessed, users can quickly view an Agreement Summary, change the [Payment Date, Amount](https://bizcore.refined.site/space/BCKB/1952972873/How+to+Change+Payments) and [Source](https://bizcore.refined.site/space/BCKB/1953693697/How+to+Update+Payment+Details), send SMS reminders, [adjust the Status](https://bizcore.refined.site/space/BCKB/1953202235/Payment+Statuses), or navigate a Transaction Statement to gain specific insights into how the agreement is being serviced. 

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## **Step 1 - Use Reference number to Find a Payment Agreement**

> ℹ️ Users who do not have the Payment Agreement Reference ID skip to **Step 2 - Search Customer with Other Details**

Users can locate the Payment Agreement with the unique Reference number:

- Using the search bar at the top of the screen, users input this number and press Enter on their keyboard. The record corresponding to the reference number will appear in a dropdown menu, click to open it:

![use-search-bar-find-agreement.gif](media://4f82f7d4-fafc-4f14-b262-44999525f2c2)

> ✅ Users have now successfully accessed their customer's Payment Agreement record.

## **Step 2 - Search Customer with Other Details**

> ℹ️ Users can also search for customer records with their **first-name, last-name or phone number** while business accounts can be located by **company name or trading name.**

Alternatively, if the user does not have the Payment Agreement Reference number can find it using the customer’s email address:

- Using the search bar at the top of the screen, users input an email address and press Enter on their keyboard to search for the record. After successfully finding the corresponding customer record from the dropdown menu, click on it to proceed:

![use-email-address-find-customer.gif](media://df76aab8-229f-48c5-9ce8-523b8b277506)

The customer's full record will open, users should verify the identity details in the Customer pane on the left-hand side to ensure they have the correct record.

## **Step 3 - Open the Payment Agreement from the Customer Record**

To open the Payment Agreement from the Customer record:

- Users navigate to the Payments section on the left-hand side of the page, where a list of the customer's Payment Agreements will be displayed. Users can click on the Reference number of the Agreement they want to alter, this will launch the corresponding Agreement record:

![image](media://67658e2b-1fe9-4627-8bb6-925c684e6321)

> ✅ Users have now successfully accessed their customer's Payment Agreement record.