payments sectionPayments Section

In this section, you can view a list of payments the customer has made. You can see the customer’s Total Paid amount and Available Credit amount at the top of the screen.

Payments List

For each payment in the list, you can see:

  • Payment: The amount paid
  • Type: The method of payment, for example, Cash, Visa, Cashier’s Check, etc.
  • Date: The date the payment was made
  • Credit: The amount credited to the customer’s account

View/Edit Payment Details

To view or edit payment details:

  1. Click on a payment in the list
  2. The payment will open in the Accounting module

Create a New Payment

New Payment button

  1. Click the New Payment button
  2. A new payment will open in the Accounting module
Last modified: 20 Jul 2020

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