View the payments on a policy

On every policy, a record is kept of the payments and transactions that have taken place on it.

To view the payments on a policy, follow these steps:

1. Log into your Root dashboard.
2. Click on the Policies icon in the blue navigation bar on the left side of your screen. 
3. Search for and click on the policy that you want to edit.

4. Click on Payments in the grey policy menu on your left or scroll down to the Payment section. 

All payments that have been created on a policy will be listed here with the most recent payments at the top of the table. 

Payments are either:

• Created by the platform:
  • This includes the monthly premiums that are automatically debited
  • A pro rata fee incurred at the start of the policy.
• Ad hoc collections created by users

For each payment, you can view:

• The payment date on which the payment was debited from the policyholder’s bank account.
• A description of the payment. If a payment fails, the bank may provide a one-line explanation as to why.
• The status of the payment.
• The amount debited from the bank account.

The policy's Transaction history provides more information about the payments that have taken place. For a more detailed explanation of the Transaction History, follow this guide.

Note: For a detailed overview of what each payment status means and the reasons a payment may fail, follow this guide.