Documentation: Editing a Payment

As previously noted, clicking the Type link for a line on the Payments list allows you to view all of the details associated with an existing Payment using the Edit Payment screen, illustrated below. Follow the steps below to work with the Edit Payment screen.

 

  1. Click  on the Edit Payment screen to remove a Payment from the system, if necessary. Please refer to the Deleting a Payment section of the document for details on deleting a Payment from Azimio.


Within the Customer Details portion of the screen:

  1. Click the Name link to return to the Edit Customer screen. Please refer to the Editing a Customer section of the document for details on editing Customer information.
  2. Click the Income link to view the Invoices screen. Please refer to the Invoices section of the document for details on working with Invoices.


 Within the Invoice Payment Splits portion of the screen:

  1. Click the Invoice link to view the Edit Invoice screen. Please refer to the Editing an Invoice section of the document for details on working with that screen.
  2. Click the Contact link to view the Edit Contact screen for that Contact, if it is necessary to make any changes to that information.

 

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