Mobile: PaymentsMobile: Payments

The list of Payments shows money received from the customer.

At the top of the window are three icons:

  • Back Arrow takes you back to the customer details screen.
  • Magnifying Glass opens a filter window where you can search for a specific phrase or term. Once filtered, the list of payments will show matching entries.
  • Plus Icon opens a new, blank payment screen for this customer.

The payment list shows:

  • Payment amount
  • Check – if the transaction has a check number, it will be displayed
  • What Type of payment method was used
  • The Date the payment was received
  • The Credit or available open balance not tied to any invoice

Tap on any payment record to view the full details, including invoice application, payment memo, and a check image (if utilized).

The total of all displayed payments is displayed at the bottom of the list.

Note: The Proposal module has not been optimized for mobile view. So you might find it easier to use a computer to create a proposal.

.

iPoint Version: 9.0828
Last modified: 1 Sep 2020

Was this helpful?

Yes No
You indicated this topic was not helpful to you ...
Could you please leave a comment telling us why? Thank you!
Thanks for your feedback.