Payments

  • Enter in any search or advanced search options and click the bold reference # to view the payment.

  • On the Payment screen, you can leave Notes or mark it as 'Voided' if necessary. Everything can be edited but everything in yellow is required before saving.
  • On the Payment Details screen, it will show all Invoices that have been applied and the amount. You can add more details in the top right corner.
The tool tip (located under the action menu to the left of the Invoice) , can be either a dollar sign or a check mark. If you hover over the icon, it will show you how much is still owed for the Invoice, how much the Invoice has been over paid, or if the Invoice is paid in full.

NOTE:

tool tip (located under the action menu to the left of the Invoice):

Checkmark = Paid

Dollar Sign = Over Paid or Still Owed

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