Documentation: Payments

Selecting the Payments option on the Billing menu displays the Payments screen, illustrated below. This screen lists your Customers’ Payments. Each line on the Payments list displays the Type, Customer, Amount, Credited, Applied and Date information associated with a Payment. Follow the steps below to work with the Payments screen.

 

  1. Enter either a Start Date in the Date Start text field, an End Date in the Date End text field, a Minimum Amount in the Min Amount text field, a Maximum Amount in the Max Amount text field, select a Status from the Status list, or use any combination of these parameters and then click  to display only the Invoices matching those parameters on the Payments list.
  2. Click  to clear any Filter parameters in place and re-display all Payments on the Payments list.
  3. Click a Type link for a line on the Payments list to display the Edit Payment screen for that Payment. Please refer to the Editing a Payment section of the document for details on editing an existing Payment.
  4. Click a Customer link for a line on the Payments list to display the Edit Customer screen for the Customer associated with that Payment. Please refer to the Editing a Customer section of the document for details on editing Customer information.

 

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