Page Comparison

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The Payments panel on the left of this screen allows you to select a payment so that you can view and edit payment details on the Edit Payment Panel to the right. In addition actions are available which are shown as icons on the left above the Filter text box. Available actions are detailed below.

Actions

Icon	Description
Image Modified	Reverses the selected payment
Image Modified	Makes a payment through a payment gateway
Image Modified	Deletes a recorded payment (not applicable to payments made through a gateway)
Image Modified	Records an offline payment (does not go through a payment gateway)

Payments List

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The information on this panel reflects the currently selected payment. From here you can change view and change payment details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

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• Amount: the amount of the payment

• Payment Date: the date of the payment

• Automatic Disbursement: determines if the payment will be disbursed to invoices automatically. When this setting is enabled the oldest invoice with a balance will be disbursed to first. If the payment exceeds the amount owed the remaining payment amount will remain undisbursed on the account until a new invoice with a balance owed is generated. This option will not be displayed if a payment has already been fully disbursed

• Posting Date: the date the payment will be recognized in terms of reporting / financial period

• Payment Type: the payment method (Credit Card, ACH, etc.). Additional details will be presented based on the payment type selected (e.g. Check Number, Card Type). This field will only be present for recorded payments

• Payment Method: this field will appear when the payment was made through a payment gateway (vs. simply being recorded on the account). It will indicate the payment method used to make the payment (e.g. a payment method setup on the account or a payment method used for a one-time payment, such as an alternate credit card number which is not setup on the account as a payment method)

• Detail: additional information that can be captured regarding the payment. This text can be shown on invoices if desired. It is recommended that the detail entered in this field be short and informative

• Issued Invoice: (auto-populated during billing): the invoice the payment was issued to (if any). This field will appear when viewing/editing a payment but not when adding a payment

• Transaction Token: this field will be present for payments that were made through a payment gateway. This field indicates that the payment was processed by the gateway and stamped with an ID

• Card Type: this field will be present when viewing a payment made through a payment gateway using a credit card payment type. It will indicate the card type used (Visa, Mastercard, etc.)

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This tab will indicate if an added payment has been disbursed to an invoice or invoices. From here you can also undo manual payment disbursements made to invoices.

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1. Under the Payments heading on the left select the payment you wish to reverse

2. Under the same Payments heading click the  icon

3. On the Reverse Payment pop-up specify the:

   1. Reversal Date

   and

   2. Reversal Posting Date

   3. The Amount of the reversal

   and if desired the Detail field and then click 

   2. An optional Detail indicating what the reversal relates to

4. Click Reverse

The reversal

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will now appear in the Payments list

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. If the refunded amount is greater than the undisbursed amount left on the payment then the disbursement applied to the most recent invoice will be undone. Automatically disbursed payments in this scenario will re-apply the disbursement based on the payment amount remaining after the reversal.

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Deleting Payments

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