Viewing Payments

Payment is another type of the document, which is generated when an invoice is paid or a business transaction is carried out against an invoice. Each payment document is uniquely identified by a document number or payment ID. Furthermore, there is some status which is plotted on each payment document.

To view payments, you have to navigate the following path:

 A payment can be searched by filling in the following fields:

• Doc Num: Doc Num is number of the document. It is unique.

• Customer ID: It is the customer id.

• Customer Name: It is the customer name.

• Payment Status: It is the status of a payment i.e. completed, open, refund, on-hold, cancelled, pending or fraud.  

You can filter the records by applying before & after date.

• Doc. Num: Doc Num is number of the document. It is unique.

• Document Type: It shows that it is a payment.

• Document Date: It displays the date on which the payment is done.

• Customer ID: It is the customer id.

• Customer Name: It is the customer name.

• Total: It shows the total amount paid.

• Balance: It displays the amount that is balance after the payment.

Click on Doc Num or navigate to the following path:

You can mark the payment on-hold , Mark Fraud suspect or may Cancel payment.

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