Account Payments

Overview

This screen allows you to log payments made for the account as well as view and modify past payment details.

Below you will find an overview of all panels and tabs on this screen followed by guides walking you through actions you can perform.

The Payments Panel

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
	Reverses the selected payment
	Deletes the selected payment
	Adds a payment

Payments List

The Payments listing on the left of the screen shows the payments made to date on the account and if they have been issued to an invoice or not. Additional details are also presented here including the Payment ID number, Amount, Date and other payment details.

When you select a payment in the list additional payment details will be displayed on the Payment Panel to the right. These details are explained below.

The Edit Payment Panel

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).

Payment Fields and Options:

• 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)

• 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): the invoice the payment was issued to (if any). This field will appear when viewing/editing a payment but not when adding a payment

Unpaid Invoices tab

This tab displays any unpaid invoices on the account and the balance owed for each invoice. A payment can be partially or fully disbursed to one or more unpaid invoices from this tab, providing the 'Automatic Disbursement' setting has not been enabled.

Disbursements tab

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