Payments In Overview
On the Payments In screen:
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 Get Paid
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 three dots
- Click Unapplied ePayments
On hold payments
Incoming payments will be on hold if your account has reached the monthly Receivables limit that has been assigned based on your payment history.
To access on hold payments:
- Click the three dots
- Click On Hold
Important: Payments on hold will be voided and returned to the sender if no action is taken for over 90 days
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