On the Payments In screen, you can view payment history, filter the payments, and charge customers or record manual 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:
- Select Payments In in the navigation menu
- Select 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:
- Select Payments In in the navigation menu
- Select the three dots menu
- Select 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:
- Select the three dots menu
- Select On Hold
Important: Payments on hold will be voided and returned to the sender if no action is taken for over 90 days
