Payments In Overview
On the Payments In screen:
- Payment history
- Record a manual payment or charge a customer
- Access to unapplied payments
- Access to on hold payments
Payment History
Payments can be filtered by status or process date.
The following information is available to view for payments:
- Reference #
- Customer
- Payment Date
- Payment Type
- Status
- Amount
- Unapplied amount
Record a manual payment or charge a customer
Record a manual payment or charge a customer by:
- Click Payments In in the left navigation pane
- Click +Payment
Unapplied payments
Overpayment on an invoice or a payment initiated prior to an invoice is created will create a payment that is not automatically applied to an invoice.
To access these types of payments:
- Click Payments In in the left navigation pane
- Click the more options dots
- Click Unapplied ePayments
On hold payments
Incoming payments will be on hold if the Receivables month has not been submitted and approved to complete setup to accept ePayments.
To access on hold payments:
- Click the more options dots
- Click On Hold
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