Payments

Payments (in the menu under Revenue) lists the money customers paid and what it was applied to. Each payment shows the customer, amount, method, reference, how much was applied to invoices and how much is left as Unapplied credit.

Find a payment

  1. Search by payment number or reference.
  2. Filter by Status, Method, Customer, Entity, Credit (credit left to apply, or fully applied) or the Received date.
  3. Select a row to open the payment.

The payment page

It shows the amount, how much was Applied to invoices, the Unapplied credit, when it was received and which billing entity received it, then the list of invoices it was applied to.

  • Apply credit puts unapplied money against the customer's open invoices.
  • Reverse undoes a payment, for example a bounced cheque or one recorded in error. Type the reason and confirm. What it paid comes off its invoices, which are owed again. This cannot be undone.

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